Step-by-step guide to setting up your Noux Digital Sales Room, whether starting from scratch or using pre-made templates.
Creating a Digital Sales Room can streamline your sales process, enabling seamless collaboration and faster decision-making. Here’s how you can set it up in just a few steps.
You will learn!
- How to Create a Sales Room from Scratch
- How to Duplicate a Sales Room Using Templates
-
Creating a Sales Room from Your CRM or ERP
How to Create a Sales Room from Scratch
Navigating Sales Room Setup: To create a Sales Room, go to the sidebar and select Sales Rooms.
From the feature view, click on the Add New Room button.
Naming Your Room: Simply enter your customer’s name in the field provided to set up a new room and get started.
How to Duplicate a Sales Room Using Templates
Pro Tip! You can create and name templates in addition to duplicating existing Sales Rooms, which can be reused across teams and projects for faster setup.
Using the Sales Room Card Options
In the Sales Rooms list, use the filter to locate the room. Click the three-dots button on the right side of the card, then select Duplicate.
Using the Top Header Bar from the Sales Room
Alternatively, you can duplicate a room directly from the Sales Room card’s top header bar by selecting Duplicate.
After selecting Duplicate, you can easily search for the room you wish to duplicate.
Creating a Sales Room from your CRM or ERP
Learn how to create sales rooms directly from your CRM or ERP. Click here to explore integrations with HubSpot, Pipedrive, and Hailer
Access Noux Sales Room directly from your HubSpot Deal Card
