Skip to main content
Sections are groups that represent stages in your process. They organize content and actions into logical phases that guide prospects through their journey.

​
Section visibility

Control how and when sections appear to room visitors.

​
Visible

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

​
Locked

The section title is visible, but the content and actions inside is hidden. Visitors can see that a phase exists but cannot access it yet. Use locked sections to:
  • Show there’s a plan without overwhelming the buyer
  • Keep later phases ready but hidden during early stages
  • Create anticipation for what’s coming next
How to lock a section:
  1. Click on the visibility icon on any section
  2. Select Locked
  3. Prospects will see the section title but not its content
  4. Optionally add a rule to auto-unlock based on progress

​
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’s not ready yet
  • Phases that only apply to certain prospects
  • Internal preparation sections
How to hide a section:
  1. Click on the visibility icon on any section
  2. Select Hidden
  3. Prospects will not see the section
  4. Optionally add a rule to auto-unlock based on progress

​
Restricted visibility

The section is only visible to specific users. Use this for sensitive content that shouldn’t be seen by all stakeholders. How to make a section restricted:
  1. Click on the visibility icon on any section
  2. Select Restricted visibility
  3. Enter emails of prospects to give access
  4. Rest of the prospects will not see the section

​
Unlock next section as previous section is completed

Set up automatic visibility changes based on prospects’ progress. How to enable:
  1. Click on the visibility menu on a section
  2. Enable “Make this stage visible when previous stage is completed” checkbox

​
Automating sections with workflows

Use workflows to control sections based on external events.

​
Unlock sections based on CRM triggers

Connect section visibility to your CRM activity:
  • Deal stage changes - Unlock “Proposal” section when deal moves to proposal stage
  • Property updates - Show “Legal” section when contract status changes
  • Form submissions - Reveal next steps when qualification form is completed
Examples:
  • A deal moves from “Proposal” → “Closed Won” → Unlock “Onboarding” section
  • A CRM property updates to “Contract Signed” → Unlock “Implementation” section
  • A form submission triggers → Reveal personalized next steps
Learn more about workflow triggers and actions.

​
Best practices for sections

  1. Keep each section focused - One clear purpose per section (e.g., “Introduction”, “Scheduling”, “Contract”)
  2. Lead with context - Start with brief instructions so prospects know what to expect
  3. Use progressive unlocks - Reveal sections as prospects progress 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