Help CenterClient Portal · Client portal

Client Deal Room

Your private partnership page: meetings, contract, deposit (when required), Playmaker, and onboarding progress.

Your private partnership page: meetings, contract, deposit (when required), Playmaker, and onboarding progress.

Overview

The Deal Room is the client-facing page where your prospect or customer tracks their SalesHive partnership: meetings, contract signing, deposit payment (when required), Playmaker intake, and onboarding milestones. You reach it from the unique link SalesHive shares after proposal. No SalesHive login is required.

How to use this page

  1. 1
    Open your Deal Room

    Click the Deal Room link from your SalesHive email or proposal. The header shows your company name and quick actions to email your rep or open CRM links (staff only).

  2. 2
    Follow the launch timeline

    The left column tracks Sales steps (intro, demo, proposal review) and Onboarding steps (deposit when applicable, kickoff, Playmaker, playbook approval, payment, campaign launch). Green checks mark completed milestones.

  3. 3
    Complete your next action

    The center column highlights what to do now: book a meeting, sign the agreement, complete Playmaker, pay a deposit when required, or download your signed contract.

  4. 4
    Reach your team and resources

    The right column lists your sales rep and onboarding specialist with email and Book a Call buttons, plus links to the sales deck, sandbox, example playbook, and other shared files.

  5. 5
    Pay a deposit when required

    If your agreement includes a refundable deposit, a gold banner appears with a Pay Deposit button until payment is complete. Engagements with no deposit required skip this banner entirely.

What the buttons do

Send Email
Email your SalesHive team from the deal room (staff testing links may show extra controls).
Book a Call
Schedule time with your assigned sales rep or onboarding specialist.
Pay Deposit
Opens the deposit checkout flow. Only shown when your billing terms require a deposit and it is not yet paid.
View Signed Agreement
Opens your executed contract PDF after signing.
Open Playmaker
Launches the Playmaker questionnaire to share goals, ICP, and positioning.
Resource links
Quick links to deck, sandbox, example playbook, proof by industry, and your shared Drive folder.

Common questions

Do I need a SalesHive login?

No. Your private link is all you need. Internal staff may see extra buttons like View in CRM when logged in.

Why do I not see a deposit request?

Many engagements are structured with no upfront deposit. The deposit banner only appears when your specific agreement requires one and payment is still outstanding.

Where do I sign the contract?

When your rep enables contract signing, a Sign Agreement section appears in the main column with billing fields and an e-signature pad.

Who do I contact for help?

Use the email links or Book a Call buttons next to your sales rep and onboarding specialist in the Your Team panel.

Want SalesHive running outbound for you?

Book a 30-minute strategy call and we’ll map out exactly how SalesHive books qualified meetings for your team.

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