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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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