Sales Deal Room

Microsoft Teams Template

Collaborate effectively on every sales deal with Sales Deal Room Microsoft Teams template. Create fully customized teams for each new deal in a few clicks.

Sales Deal Room

Microsoft Teams Template

Collaborate effectively on every sales deal with Sales Deal Room Microsoft Teams template. Create fully customized teams for each new deal in a few clicks.
sales deal room microsoft teams template planner

Sales Deal Room Teams Template

How does it work?

Create the Original Team Just Once

Create a team on which you will base your template. Add standard and private channels, upload sales documentation, build a set of sales tasks and customize tabs with your everyday apps

Build a Sales Deal Room Template

Build a Sales Deal Room Teams template from the original team and add it to your own catalog. Set up additional rules, such as a naming convention, and add permanent owners and members. 

Get Structured Teams for Each New Deal

When a new sales deal is coming up, build a team from the Sales Deal Room template. Get the right team's name, automatically added members, all essential content and collaborate on closing the deal. 

Create the Original Team Just Once

Create a team on which you will base your template. Add standard and private channels, upload sales documentation, build a set of sales tasks and customize tabs with your everyday apps

Build a Sales Deal Room Template

Build a Sales Deal Room Teams template from the original team and add it to your own catalog. Set up additional rules, such as a naming convention, and add permanent owners and members. 

Get Structured Teams for Each New Deal

When a new sales deal is coming up, build a team from the Sales Deal Room template. Get the right team's name, automatically added members, all essential content and collaborate on closing the deal. 

Sales Deal Room
Teams Template

What will you get?

sales deal room microsoft teams template

Standard and Private Channels

Get a fully structured workspace to collaborate on closing new deals. Create teams with already pre-built standard and private channels.  

Planner Template

Streamline your sales management process with a pre-built set of sales tasks. Make sure all their upcoming tasks are already set up when a new team is created.  Read more 

sales deal room microsoft teams template planner
sales deal room microsoft teams template files

Files and Folders Cloning

Do you need to share guidelinestemplates, and other documents with your sales reps? Rest assured, files and folders will be copied to each new team created from the Sales Deal Room template.  Read more

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Sales Deal Room Microsoft Teams Template

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