📘 TL;DR
Locked sections let you hide parts of a room until they’re relevant. You can use them to gradually reveal content across the sales and onboarding journey, keeping the experience clean and buyer-friendly.
Why It Matters
When your room includes multiple phases - sales, legal, onboarding - showing them all at once can overwhelm or confuse your buyer.
Locked sections let you keep things tidy and reveal the right steps at the right moment.
This helps you:
Reduce distractions during the sales process
Show there’s a plan in place without overwhelming the buyer
Keep internal alignment and external clarity
Real Examples
Sales phase only: Show Discovery and Proposal, lock Kickoff and Onboarding
Post-signature: Unlock Kickoff only when the close plan is complete
Later: Unlock Implementation or QBR after onboarding is done
How to Lock a Section
Click the three dots on any section or action
Select “Lock” — customers will see the section title, but not its content
Add a rule (optional) to unlock it based on a previous stage’s completion
✅ "Make this stage visible when previous stage (e.g. Kick off) is completed."
This means sections unlock automatically based on how the customer progresses.
Unlock Sections Based on CRM Triggers
You can also use Flowla workflows to unlock sections automatically, based on what’s happening in your CRM.
Examples:
A deal moves to a new stage (e.g. from “Proposal” → “Closed Won”)
A CRM property updates
A form submission updates a field in HubSpot
This is perfect when you want sections to unlock behind the scenes, without needing to revisit the room.
Want some help setting up automated workflows?
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