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Attaching Your Data Room to Deals
Attaching Your Data Room to Deals

Sharing your data room is as simple as attaching it to your shareable deal links.

Kevin Siskar avatar
Written by Kevin Siskar
Updated over a week ago

You can log in to see the data room here:

Once you have everything uploaded in your data room, you can then edit the deal to attach sections to your shareable deal links.

Documents within attached sections of data room will be viewable within the shared deal room on the second diligence page.

Contacts that view the deal room will be added to your CRM. You will be able to see:

  • What documents have been clicked and downloaded

  • Time spent engaged with deal

  • Total number of deal room views

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