Take your deal review one giant leap farther using DealSpace.
What is DealSpace?
DealSpace offers a single place to understand the nuances of a deal, creating a standardized approach to prepare and run deal reviews with your sales team.
How to access DealSpace:
To access DealSpace, begin with an Opportunity Pipeline view in Dooly
Apply the filters you need to create the list of deals you want to include in your review.
Click on the “Present” button and away you go!
Tip: Want to look at Deal Slide while on an Opportunity Record Overview page? You'll find the "Present" button for that Opportunity on the top right corner of the Record Overview page too!
What is in my DealSpace?
The Control Panel allows you to navigate through the slides of your deal.
Use the arrow buttons to go forward or backward through slides
The Task List Icon to open the tasks drawer
The Paper Icon to access the note feed for that opportunity
The Briefcase Icon to access Manager Notes (Only accessible by Sales Managers)
The Speech bubble icon to view Comments on the opportunity
The view title drop down to select and manage your DealSpace Views
The tile Icon to add cards
Exit the presentation.
Main Metrics are the header in your DealSpace and contain metrics that help you orient to the deal at a glance. This information is pulled from the opportunity and cannot be edited from DealSpace.
Cards in a DealSpace view are like tiles or widgets. They each contain a set of information, some that come with standard formatting and some that can be edited, adjusted and customized.
Default Dooly created Cards:
Salesforce Fields - This is a blank canvas to start - add the Opportunity Salesforce fields that matter the most to your deal. As long as the field is editable, you can make field updates straight from your DealSpace!
Key Players - Dooly identifies key players and their roles on each opportunity using your opportunity contact roles, or you can add a key player directly from DealSpace! When you add a contact they are also added as an opportunity contact in SFDC for that opportunity. Take a look at our article on Opportunity Contact Roles to learn more!
Action Plan - view open tasks, upcoming meetings and identified next steps
Additional Card Options:
Custom Cards - A place to create lists, add fields not linked to Salesforce, or jot down notes unique to each deal You get to decide what a Custom Card is!
Deal Summary - Powered by AI, this tile is a read only summarization of the notes you've already taken on that Opportunity!
How to create a DealSpace view:
To create a new DealSpace view, just click on the Deal View drop down within the Control Panel when in Present mode.
Click on Create New View
Note: Dooly has created a default view for everyone, you can choose to edit this view or create a new view.
From here you can also delete, rename, share or duplicate the view.
How can I customize my DealSpace?
To add Cards to your DealSpace, click on the Add Card icon in the Control Panel, and select the Card type from the list of options. Card options will include template Cards created by Dooly, and Custom Cards created by others on your team.
All Cards can be resized and moved around the Space, or they can be removed from the view completely.
Salesforce fields - The card can be renamed and multiple lists can be created with any combination of fields on an opportunity. Salesforce fields that are editable can be updated from the DealSpace. A lock icon will indicate if a field is read-only.
Custom Cards- This card type can be renamed. The contents of the card is private to you - the creator of the card. There are many possible use cases and capabilities for content, including adding hyperlinks, formatting, and reordering.
How do I share a DealSpace View I’ve created?
To share a DealSpace view you’ve created, click on the Deal View drop down from the Presentation Control Panel.
Select more options next to the Space you would like to share by clicking the … icon next to the name of the view.
From here you can select who you want to share the Space view with - individuals or the entire organization - and then select their level of access.
How do I add tasks to my Action Plan Card?
Tasks added to the opportunity will appear in the Action Plan. Though they cannot be added directly to the Card, we do provide a quick way to access your task list. Click on the Tasks List icon in the Control Panel. A side panel will open where you can add tasks, assign them to users, and set due dates. These instantly populate in your action plan!
How do I enable DealSpace on my Dooly Account?
Want to learn more about DealSpace and how you can add this useful tool to you Dooly setup? Reach out to us at firstname.lastname@example.org for more info!