Associate an existing deal room with a deal
Link a deal room you created without a deal to an opportunity in your CRM later, from the Unassociated deal rooms view on the Deals page.
Associate an existing deal room with a deal
If you created a deal room before the deal existed, link it to the opportunity once it does. After that, the room shows up with the deal on the Deals page.
Snapshot 📸​
Requirements: Your company's CRM is connected to Walnut
Location: Deals → Unassociated deal rooms
Find rooms without a deal​
- Click Deals in the left navigation.
- Open Unassociated deal rooms. It's listed under Views, next to All deals, with a count of rooms.
The list shows the deal rooms you can access that aren't linked to a deal, with each room's Visitors, Sessions, and Last played date for the last 30 days. Use the search box to find a room by name.
Link a room to a deal​
- In Unassociated deal rooms, find the room and click Associate with a deal above its name.
- Start typing the opportunity's name and pick it from the list.
- Click Associate with this deal.
You'll see Your deal room is linked! The room leaves the unassociated list and appears with its deal in the deals list.
FAQs​
Do I need to be an admin?
No. Anyone who can see the room in the unassociated list can link it to a deal.
Can I link a room to a deal when I create it?
Yes. The Associate with a Deal picker appears while you create a deal room. See Create a deal room without an opportunity.
What if linking fails?
You'll see Your deal room wasn't linked! Try again. If it keeps failing, check with your admin that your CRM is still connected.