How Updates Drive Engagement in the Deal Room

Updates help you keep buyers informed, drive momentum, and highlight the most important changes in your Deal Room.

June 1, 2026

What Updates Are

Updates are short messages that appear in the Deal Room’s Updates feed whenever:

• New content is published
• A shared meeting is added
• A manual update is posted

Each update includes a timestamp and shows who posted it, giving buyers real-time visibility into progress.

Why Updates Matter

Updates act as your built-in communication timeline. They help you:

• Highlight new information buyers should review
• Maintain activity and deal velocity
• Keep multi-stakeholder buying groups aligned
• Build trust through transparency
• Reduce back-and-forth emails

Every update signals movement, which is a key driver in keeping deals warm.

Types of Updates

1. Automatic content updates

Whenever you publish new or edited content, an update is automatically created.

Examples:

• A new pricing page
• Edited business case

This ensures buyers always know when something has changed.

3. Manual updates

Use manual updates to proactively communicate important events such as:

• “Proposal version 2 uploaded”
• “Here is the updated rollout plan”
• “We’ve scheduled the next workshop for Tuesday”

Manual updates let you steer the buying process and reduce uncertainty.

How Buyers See Updates

Buyers see updates in the left-hand navigation under the Updates feed.

Each update shows:

• The title
• Who posted it
• When it was posted
• A short description

Buyers do not receive unnecessary emails, updates appear inside the Deal Room unless a notification rule applies. Updates help buyers quickly catch up when multiple stakeholders join the room at different times.

How Updates Improve Deal Progression

Updates create momentum by showing that:

• You are actively working on the deal
• New information is available to move forward
• Their engagement is being acknowledged
• Next steps are clear

This reduces stalls and helps prevent deals from going silent.

Examples:

• Publishing a business case triggers re-engagement
• Posting a shared meeting highlights new decisions
• Adding an update before a proposal call sets expectations
• Continuing to update the room builds a record of progress buyers can reference internally

Best Practices

• Post updates after key actions
  New documents, pricing changes, next steps, everything important should generate an update.

• Use manual updates to guide buyers
  Tell them what to do next: review a section, confirm something, or prepare for a call.

• Keep it short
  A few sentences is enough. Updates should be easy to skim.

• Be consistent
  Frequent updates maintain activity and keep your room feeling “alive.”

• Tie updates to value
  Highlight improvements, decisions, or clarified information that benefits the buyer.

Summary

Updates are one of the most effective deal-acceleration tools in the Deal Room.

They:

• Keep buyers aligned
• Drive engagement
• Highlight new content
• Create momentum
• Improve transparency
• Reduce back-and-forth communication

By sharing regular, relevant updates, you make your Deal Room a dynamic source of truth, and help buyers move confidently toward a decision.