Overview
The Deal Room is the client-facing page where your prospect or customer tracks their SalesHive partnership: meetings, contract signing, deposit payment (when required), Playmaker intake, and onboarding milestones. You reach it from the unique link SalesHive shares after proposal. When booking or rescheduling, confirm the prospect invite email and add anyone else who should receive the calendar invite. No SalesHive login is required.
How to use this page
Open your Deal Room
Click the Deal Room link from your SalesHive email or proposal. The header shows your company name. Staff testing links may also show quick actions to email your rep or open CRM links.
Follow the launch timeline
The left column tracks Sales steps (intro, demo, proposal review) and Onboarding steps (deposit when applicable, kickoff, Playmaker, playbook approval, payment, and campaign launch). Green checks mark completed milestones.
Book or reschedule a meeting
When a meeting card offers Schedule, choose a date, time, and timezone. Confirm or edit the Prospect (calendar invite recipient) name and required email, then use Add Participants for any other invitees. A valid prospect email is required before booking. If you reschedule an uncompleted meeting, the saved prospect and additional participant emails remain in the form so you can review or edit them before choosing a new time.
Complete your next action
The center column highlights what to do now: book a meeting, sign the agreement, complete Playmaker, pay a deposit when required, or download your signed contract.
Reach your team and resources
The right column lists your sales rep and onboarding specialist with email and Book a Call buttons, plus links to the sales deck, sandbox, example playbook, and other shared files.
Pay a deposit when required
If your agreement includes a refundable deposit, a gold banner appears with a Pay Deposit button until payment is complete. Engagements with no deposit required skip this banner entirely.
What the buttons do
- Send Email
- Email your SalesHive team from the deal room. Staff testing links may show extra controls.
- Schedule
- Opens the meeting booking form from a visible meeting card. Choose a date and time, then confirm the prospect invite recipient and any additional participants.
- Reschedule
- Cancels the current uncompleted meeting before opening a new booking form. The saved prospect and additional participant emails are carried into the new booking.
- Book a Call
- Schedule time with your assigned sales rep or onboarding specialist. The booking form asks for the prospect's name and required email so the calendar invite reaches them, and it can include additional participants.
- Prospect (calendar invite recipient)
- Name and required email fields for the person who should receive the calendar invite. The values are pre-filled from the primary contact when available and can be edited.
- Add Participants
- Adds other email addresses to the meeting invite. Added participants can be reviewed and removed before booking.
- Confirm Booking
- Schedules the selected time and sends the calendar invite to the prospect and any added participants. A valid prospect email is required.
- Pay Deposit
- Opens the deposit checkout flow. Only shown when your billing terms require a deposit and it is not yet paid.
- View Signed Agreement
- Opens your executed contract PDF after signing.
- Open Playmaker
- Launches the Playmaker questionnaire to share goals, ICP, and positioning.
- Resource links
- Quick links to deck, sandbox, example playbook, proof by industry, and your shared Drive folder.