How do I send the Deal Room Invitation to Contacts?
Sending a Deal Room invitation
Follow these steps to send a Deal Room invitation to Contacts:- Log in to your CRM account.
- Click Main Menu.
- Click Sales.
- Look for Pipeline Management.
- Select Deals.
- Select a deal. You will be directed to the Summary View of the deal.
- Click the Email icon in the top right corner. The Compose Email window opens.
- Click Insert Links.
- Select Insert Deal Room Link.
- The Deal Room link appears by default in the email.
- Add email content and Subject.
- Select To (contacts) email address.
- Click Send.
You will see a Success message if sending the email was successful.