Sync DealRoom Status to Your CRM

Now you can get more data about the status of your DealRooms directly into your CRM.  

  • DRAFT - DealRoom Unpublished or Quote is ready to be sent
  • PUBLISHED - DealRoom is live
  • PARTIALLY_SIGNED - Someone signed, but the DealRoom isn't fully signed yet.
  • WON - Everyone signed!  
  • EXPIRED - Quote EXPIRED and DealRoom is PUBLISHED.

You can configure the sync in your CRM Settings page, under Output DealRoom Fields Mapping.

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