Version Control allows you to update sales collateral without breaking the links sent to customers. When you upload a new version (e.g., “Pricing v2”), all active Deal Rooms can be updated to show the new file automatically.
Features
- Version History: View a timeline of all previous versions (v1.0, v1.1).
- Push Updates: “Push” the latest version to active Pitches and Streams.
- Revert: Roll back to a previous version if a mistake was made.
- Preview: Visual preview of historical versions side-by-side.
Purpose
To ensure that sales reps and prospects always see the most up-to-date information without manually updating dozens of active deal rooms.
Permissions
Version control actions are governed by:
Edit Content: Required to Upload New Version, Push Updates, and Revert versions.
View All Content / View Content: Required to view the history list.
Steps
Uploading a New Version
- Select a file and click the Versions button.
- Click + Upload New Version.
- Select the source (Local, Drive, etc.) and pick the new file.
- The file is uploaded as the “Latest” version.
Pushing Updates
- In the Version History list, click the Arrow Icon (Push) next to the latest version.
- Select where to apply the update:
- Pitches: Updates the file in standard Deal Rooms.
- Streams: Updates the file in Video Pitch Streams.
- Both: Updates everywhere.
- A confirmation toast will display how many records were updated.
Reverting a Version
- Locate an older version in the list.
- Click the Rotate Icon (Revert).
- Confirm the action. This older file is duplicated and becomes the “Latest” version.
Limitation and Notes
- Processing: Uploading a new version does not automatically update pitches unless you manually click the Push action.
- Single File: Version control must be managed one file at a time.