Home  >   FAQs   >  How to send the Deal Room Invite to Contacts from the User's end?

How to send the Deal Room Invite to Contacts from the User's end?

Table of Contents
Follow these steps to send the Deal Room Invite from the User's end:
  1. Login to your CRM account.
  2. Click the User 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 on the top right corner of the screen. 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. 

 
Was this FAQ helpful?
0  out of  0  found this helpful.
Comments 0
Be the first to comment
© Copyright 2022 Vtiger. All rights reserved.