How to Access the Deal Room and CIM Generator

The deal room is where active opportunity information, deal materials, and related workflow items live.

The CIM generator is part of that workflow for users who have the right role and access.

If you cannot find it

If you do not see the deal room or CIM generator:

• Make sure you are signed into the correct account.
• Confirm that your role has access to the workflow.
• Check whether the opportunity has already been started or onboarded.

If you need access

Send support:

• The email on your account
• Your role
• What workflow you expected to see

We can help confirm whether you need onboarding or a role change.