Quick Tip — Test your room in Present mode before you send
Before sharing a room with a buyer, click Present (top right of the room) to see the room as a buyer would.
Pick whose eyes you're borrowing
Clicking Present opens a small picker — Present as seen by:
- Everyone — Default — no audience filter: the room as any generic viewer sees it
- One of the room's external participants — the room exactly as that person sees it, including actions restricted to them and private messages they're part of
Then click Start presenting. If nobody from the other side has been invited yet, the list reads No external participants yet.
What Present mode shows
- The room as a Viewer (or the chosen buyer) — not as an Editor
- Hidden pages and sections are hidden
- Variables are rendered with current values
- All block content in its final form
What to check
- Welcome text has the buyer's name and company filled in (if using variables)
- Hidden pages / sections are actually hidden
- Restricted actions and private messages show up only for the person you selected
- No internal jargon accidentally visible
- All CTAs have the right links
- Videos play correctly
- Pricing values are accurate for this specific deal
Present doesn't track
When you use Present, it doesn't count as a buyer visit in your Activity tab. Test freely.
30 seconds that saves a deal
A 30-second Present check catches 80% of "oh no" moments — typos, broken links, stale pricing, visible internal notes. Worth it every time.
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Updated on: 02/10/2026
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