FAQs in this section
What are the features of Deal Room in Vtiger CRM?
What are the benefits of Deal Room?
What are the functions of Deal Room?
How do I send the Deal Room Invitation to Contacts?
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 do I add Contributors in a Deal Room?
How does a Contact add Contributors (members) to the Deal Room?
How does a Contact schedule a meeting in the Deal Room?
How does a Contact upload files in the Deal Room?
How does a Contact log into the Deal Room?
How does a Contact log out of the Deal Room?
What are the various sections of the Deal Room?
How do I keep track of time spent on a Deal stage?
How do I install the Deal Room feature?
Table of Contents
To use the Deal Room feature in Vtiger, you need to first install the Deal Room extension from the Extension Store.
Note: The Deal Room extension is not available by default in the CRM.
Follow these steps to install the Deal Room extension:
Note: The Deal Room extension is not available by default in the CRM.
Follow these steps to install the Deal Room extension:
- Log into your CRM account.
- Click the Main Menu.
- Click Settings.
- Click Extensions > Extension Store.
- Look for the Deal Room extension.
- Click Install.
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