How to Duplicate Rooms and Use Templates

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Learn how to duplicate sales rooms and use pre-made templates in Noux to save time and maintain consistency.

Duplicating sales rooms or using templates is a quick and effective way to streamline your workflow and ensure consistency in client interactions.

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You will learn!

• How to duplicate a sales room for reuse.
• How to use templates to speed up room creation.
• Tips for managing templates and ensuring accessibility.

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How to Duplicate a Sales Room

Pro Tip! Duplicate colleagues’ rooms. Find and duplicate rooms created by colleagues:

• Use the Editors menu next to the search bar on the dashboard.

Duplicating a sales room allows you to reuse content and settings while making adjustments for new clients.

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Step-by-step:

1. Open the room to duplicate: Navigate to the sales room you wish to duplicate.
2. Duplicate the room: Select Duplicate from the top menu.
3. Name the new room: Enter a name for the new room, typically the client’s name.
4. Adjust the contents: Add or remove documents, videos, and other materials as needed.
5. Review settings: Ensure room settings are updated to match the new client’s needs. Note: Comments, participants, and analytics are not transferred to the new room.

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How to use Templates to Create Sales Rooms

Templates simplify the process of building tailored sales rooms for specific client groups.

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Step-by-step:

1. Locate a template: Find pre-made templates created by your organization in the Templates section or by searching the Editors menu.
2. Duplicate the template: Click Duplicate to create a new room based on the template.
3. Add client-specific content: Personalize the room by adding materials, videos, and links specific to the client.
4. Save changes: Always duplicate the template before making modifications to preserve the original for future use.