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    Home  >   FAQs   >  How do I send the Deal Room Invitation to Contacts?
    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 install the Deal Room feature? 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 send the Deal Room Invitation to Contacts?

    Table of Contents
    Sending a Deal Room invitation
    Follow these steps to send a Deal Room invitation to Contacts:
    1. Log in to your CRM account.
    2. Click Main Menu.
    3. Click Sales.
    4. Look for Pipeline Management.
    5. Select Deals. 
    6. Select a deal. You will be directed to the Summary View of the deal.
    7. Click the Email icon in the top right corner. The Compose Email window opens.
    8. Click Insert Links.
    9. Select Insert Deal Room Link.
    10. The Deal Room link appears by default in the email.
    11. Add email content and Subject.
    12. Select To (contacts) email address.
    13. Click Send.
    You will see a Success message if sending the email was successful. 

     
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