Salesroom Docs
These handy guides are here to make sure you hit the ground running when it comes to Salesroom. Subscribe to our Status page for updates on issues and outages.
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Features
Salesroom is designed to help you to collaborate with your team and course-correct with coaching in real-time so you can make a difference where it matters most, in the moment.
We can guide you in a 1-1 call about how best to use all these powerful features. Schedule some time here as and when needed.
If you don’t see something you want, let us know here.
Organize
- Teams allow you to make the most of our powerful collaboration features
- CoBranding shows your url, your name, your logo rather than Salesroom
- Tags lets you easily group content and aggregate stats
- Notifications tells you who is doing what and coaches you
Schedule & Prepare
- Personal Link gives you a signal short url to share and create meetings with
- Mobile Support shows how we handle using mobiles without an app
- Customized Lobby lets you express yourself and set the tone before the call
- Related Meetings shows you content from other calls
- Files lets you share and track content, who is viewing what and when
Collaborative Meeting
- Recording allows each participant to give their consent or defaults to be set
- Timeline keeps you on track and shows reactions, events and bookmarks
- Notes allows your team to prepare, collaborate and followup together
- Bookmarking lets the team make important moments with context
- Engagement Score shows you if buyers are engaged or not
- Insights detects questions and next steps and anything the team captured
- Floating Video allows you to present while looking at your participants
- Chat lets everyone message during the call
- Keyboard Shortcuts allows you to be a ninja without looking away from the camera
Post Meeting
- Meeting Hub shows the recording and all content as soon as the meeting ends
- Meeting Summaries distills the entire call into an easy to share overview
- Highlights allows you to clip and share moment from the meeting
Technical Guides
Working out the complexities of tech.
Mac OS Screen Share PermissionsFix Audio or Video Disabled IssueSafari Audio BugHandling Internet Issues
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Terms and Privacy
You are in control of how it’s captured.
Terms & ConditionsPrivacy PolicySubprocessorsOSS AttributionsGDPR
Press & Design
Design assets and content for press to use.
Brand Identity
Security
We take security extremely seriously.
Support
Ways to connect and talk with us.
Contact Us
All Features
Everything you need to know about the features that can change how you work.
TeamsCoBrandingTagsEngagement ScoreMeeting SummariesRelated MeetingsRecordingInsightsBookmarkingTimelineMeeting HubNotificationsFilesNotesMobile SupportPersonal LinkCustomized LobbyHighlightsFloating VideoChatKeyboard ShortcutsTranscription