Sections

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TL;DR

Sections are the stages of your room. They group content and actions into logical phases that guide your prospect through their journey — in the right order, at the right time. By controlling what buyers see and when, you can guide them through a complex process without overwhelming them all at once.

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Section visibility

Control how and when sections appear to room visitors. Every section can be set to one of four states.

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Visible

The default state. The section and all its content are visible to anyone viewing the room.

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Locked

The section title is visible, but the content and actions inside are hidden. Visitors can see that a phase exists — they just can’t access it yet. This is a powerful way to show buyers there’s a structured plan in place, which builds confidence even before they’ve reached those stages. Use locked sections to:

• Show buyers there’s a plan without overwhelming them upfront
• Keep later phases ready but hidden during early stages
• Build anticipation for what’s coming next

To lock a section:

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Hidden

The section is completely invisible to visitors. They won’t know it exists until you make it visible. Use hidden sections for:

• Content that isn’t ready yet
• Phases that only apply to certain prospects
• Internal preparation sections

To hide a section:

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Restricted visibility

The section is only visible to specific users — useful for sensitive content that shouldn’t be seen by all stakeholders. To restrict a section:

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Auto-unlock when the previous section is completed

Set a section to appear automatically once the buyer finishes the section before it. To enable:

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Automate sections with workflows

Use workflows to control section visibility based on external events — not just in-room progress. Examples:

• Deal moves from “Proposal” → “Closed Won” → Unlock “Onboarding” section
• CRM property updates to “Contract Signed” → Unlock “Implementation” section
• A form is submitted → Reveal personalised next steps

Common CRM triggers:

• Deal stage changes — Unlock the “Proposal” section when a deal moves to proposal stage
• Property updates — Show the “Legal” section when contract status changes
• Form submissions — Reveal next steps when a qualification form is completed

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Best practices for sections

1. Keep each section focused — One clear purpose per section (e.g. “Introduction”, “Scheduling”, “Contract”)
2. Lead with context — Start each section with brief instructions so prospects know what to expect
3. Use progressive unlocks — Reveal sections as prospects move through the journey
4. Leverage engagement data — Track which sections get attention to improve sequencing
5. Name sections clearly — Use action-oriented names that guide the prospect

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Troubleshooting