AnswerPeak PRM
What's the difference between a room and a circle?
A circle says who belongs together, e.g. investors. Members inherit the circle's tier and cadence as long as they don't have their own. A room is a group you deliberately nurture, e.g. a dinner every quarter. A meeting logged in the room counts for everyone who was there.
- Open Rooms; for circles, choose the “Circles” tab.
- Click “+ New room” or “+ New circle”.
- Enter a name, optionally a purpose, default tier and cadence, and choose members.
- Click “Create room” or “Create circle”.
Next step
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