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:
- Log into your CRM account.
- Click the Main Menu.
- Click Settings.
- Click Extensions > Extension Store.
- Look for the Deal Room extension.
- Click Install.
Deal Room will be available under the Deals module.