FAQs in this section
What is the Deal Room feature in Vtiger CRM?
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 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?
How to 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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