Know Who to Call First: Deal Intelligence + Marketing Links (Full Webinar)

Missed the live session? Here's everything you need. Watch the 4-minute recap first, then dig into the full recording below for the step-by-step demo.

We rolled out two new DealRoom features in this webinar:

• Deal Intelligence scores every person in your deal room from 0 to 100 (Hot, Warm, Cool or Cold) based on what they actually do, so you know who to call first.
• Marketing Links give you a trackable link and QR code for every channel (Crexi, LoopNet, email, signs, your website), with no invitation needed and NDAs handled automatically.

The 4-minute recap

Already a member? Both features are live in your DealRoom now, at no extra cost. Open any deal room and create your first Marketing Link today.

Not a member yet? Book a one-on-one demo and we'll walk through it on one of your own listings.
Schedule a Demo

Watch the full webinar (41 minutes)

Try it yourself. Step into our demo DealRoom, 1st Street Lofts, the same way your leads would. Enter your name and email, confirm your email, then open a few documents. You'll be scored in real time, just like in the video.
Enter the Demo DealRoom

Jump to a section

Click a time to jump there in the video.

• 0:00  Welcome and session outline
• 2:08  DealRoom basics: what it is and what it isn't
• 5:48  Why use a DealRoom
• 9:14  The problem: which inquiries are serious?
• 12:17  Introducing Marketing Links
• 16:01  How leads are scored: Hot, Warm, Cool and Cold
• 18:03  Live demo: the First Street Lofts DealRoom
• 22:49  Turning on Deal Intelligence alerts
• 24:13  Invited members vs. marketing leads
• 26:35  Working your marketing leads
• 29:43  Creating a Marketing Link and QR code
• 32:13  What your lead sees: landing page, NDA and email verification
• 36:06  A new lead, scored in real time
• 37:03  Try it yourself: the demo DealRoom (link above)
• 39:34  Top Leads PDF and CSV export
• 40:45  Recap and next steps

Correction: at 12:38 the recording says "up to 10 marketing links for each of the marketing channels." The limit is up to 10 active Marketing Links per deal room. Disabled links don't count toward the limit.

Ready to see it on your own listings?

Schedule a Demo