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Peak CRM · Smart Deal RoomLocal planning demo · Nothing is shared

A room for both sides.With a clear boundary.

Buyers need an overview: next steps, contacts, open questions. Before you share anything, decide what becomes visible and how access ends again.

Dein erster Vorbereitungsschritt

Als Nächstes: Shared goal written down

Prepare my deal room
One shared room

A good deal room knows its limits.

What the buyer sees is chosen on purpose. Access can be withdrawn.

  1. 01

    Prepare

    Record the deal's goal, people and next steps.

    Hier beginnen
  2. 02

    Separate

    Keep content for the buyer apart from internal notes.

    Technischer Nachweis offen
  3. 03

    Share deliberately

    Only after a check and with a set end of access.

    Technischer Nachweis offen

01 / Deine Ausgangsbasis

Before the buyer sees anything.

Record what you have prepared. Your selection stays on this page and can be downloaded as a checklist.

Vorbereitung lokal dokumentieren

02 / Die Zuordnung

Not everything belongs in the room.

Example of a content list. The rows show the check; they are not a finished deal room.

Feld → BedeutungSynthetisches Beispiel
  • AusgangsfeldStep plan
    Zu prüfende Bedeutung

    Visible to the buyer

    Shared steps and dates help both sides.

  • AusgangsfeldApproved proposal
    Zu prüfende Bedeutung

    Visible to the buyer

    Only the approved version, never a draft.

  • AusgangsfeldInternal notes
    Zu prüfende Bedeutung

    Internal only, check separately

    Assessments and negotiation room stay in the team.

    Manuell klären

„Notiz gelesen“ bestätigt deine Sichtung. Es bestätigt weder Feldkompatibilität noch einen erfolgreichen Import.

Separate the roles

What stays internal stays internal.

Check every item: for the buyer, team only or not at all.

Our standard

Prepared meansnot shared yet.

Your checklist documents preparation. It creates no link and releases nothing.

The deliberate pause

Sharing is a decision.

Preparing, checking and releasing stay separate steps.

01 / Der Datenraum

Nothing is shared

Deine lokale Checkliste0 / 4Vorbereitungspunkte dokumentiertBrowser · kein Upload

This page creates no link, sends nothing and opens no access.

02 / Drei getrennte Entscheidungen

No false green

  1. Prepare0/4 lokal markiert
  2. Technisch prüfenNachweis offen
  3. ApproveNicht erfolgt
03 / Das Original bleibt erreichbar

A visible way back

Bisheriger AblaufNeuer Weg
Noch ungeprüft

How access ends is part of the plan from the start.

03 / Kontrolliert vorgehen

Sharing is a sequence of releases.

  1. 01 / Testpaket

    Test with sample data

    A room without real customer data shows what the buyer would see.

    Testumfang / PlanVORBEREITUNG
    Ein kleiner, klarer Ausschnitt.
    • Neutrale Testdaten
    • Leere Werte & Sonderzeichen
    • Verzweigungen & Pflichtfelder
    Noch kein Import ausgeführt
  2. 02 / Reconciliation

    Check the buyer's view

    Only released content, no internal notes.

    Felder / PrüflisteVORBEREITUNG
    Step plan
    Visible to the buyer
    Approved proposal
    Visible to the buyer
    Internal notes
    Internal only, check separately
    Feldgleichheit technisch offen
  3. 03 / Decision

    Record release and end

    The responsible person releases and sets the end of access.

    Freigabe / ProtokollVORBEREITUNG
    Owner
    Noch festzulegen
    Ergebnisnachweis
    Still open
    Rückweg
    Original erhalten
    Keine Produktfreigabe
Document the way back

Access ends when you say so.

Who has access and how it ends is set in advance.

Die offene Freigabe

Vor dem tatsächlichen Wechsel offen

  • 01Test a shared room with sample data before a real buyer sees it.
  • 02Check that withdrawn content is really no longer visible afterwards.
  • 03Confirm the person responsible for release and withdrawal.
The next sensible step

A plan you can take with you.

Download your status. In Peak CRM you keep goal, people and next steps on the deal.

Start Peak CRM

A shared buyer deal room is planned in Peak CRM. Today you prepare it; nothing on this page is shared.

Your status to take away

A plan with open items.

The checklist holds your selection and everything still open before sharing.

Markdown · Nur dein lokaler Vorbereitungsstand

Checkliste hier ansehen
# Peak CRM — lokale Wechselcheckliste

Design-Demo. Keine Daten wurden importiert oder veröffentlicht.

## Vorbereitung
- [ ] Shared goal written down
  Nachweis: Goal sentence agreed with the buyer
- [ ] People known
  Nachweis: List of people with role
- [ ] Next steps agreed
  Nachweis: Step list with dates
- [ ] End of access defined
  Nachweis: Rule for access and withdrawal

## Vor einem tatsächlichen Wechsel weiterhin prüfen
- Test a shared room with sample data before a real buyer sees it.
- Check that withdrawn content is really no longer visible afterwards.
- Confirm the person responsible for release and withdrawal.

Abgehakte Punkte sind lokale Selbstauskünfte, keine technische Validierung.

Frequently asked questions

Is the buyer deal room available yet?

A shared room with the buyer is planned. Today Peak CRM bundles quotes, tasks and activities on the deal.

Can I create quotes?

Yes, quotes and orders are created in Peak CRM with lines and an expiry date. E-mail sending with online acceptance is still open.

What happens to my old documents?

The switch checklist on this page helps you decide what you move and what stays in the old system.

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