FAQs in this section
What is the Deal Room feature in Vtiger CRM?
What are the benefits of Deal Room?
What are the functions of Deal Room?
How to install the Deal Room feature?
How to access the Deal Room?
What are User and Contact access in reference to Deal Room?
How do you send the Deal Room Invitation to Contacts?
How is Deal Room a multilingual facet?
What is the Deal Progression Bar in the Deal Room?
What is the Questions section in the Deal Room?
What is the Files section in the Deal Room?
What is the Timeline section in the Deal Room?
How to enable or disable the Deal Room for a Deal?
What are the actions available for Contacts in a Deal Room?
How can a Contact add Contributors (members) to the Deal Room?
How can a Contact schedule a meeting in the Deal Room?
How can a Contact upload files in the Deal Room?
How can a Contact log into the Deal Room?
How can a Contact log out of the Deal Room?
What are the features of Deal Room in Vtiger CRM?
Table of Contents
Deal room features
- A single platform for all stakeholders associated wit a deal to interact
- Available for every deal record in the Deals module
- Available in your preferred language
- Auto-updates and displays a deal’s sales stage progression precisely
- Provides updated tasks and events for a deal’s specific sales stage
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