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?
How do I send the Deal Room Invitation to Contacts?
What is the Deal Progression Bar in the Deal Room?
What is the Questions 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?
What is the Deal Room feature in Vtiger CRM?
How do I access the Deal Room?
What are User and Contact access in reference to Deal Room?
How is Deal Room a multilingual facet?
What is Team section in Deal Room?
How to enable or disable the Deal Room for a Deal?
What is Deal Room in Vtiger?

What is the Files section in the Deal Room?

Files

In this section:
  • Only Contacts can upload a document by clicking the Upload Document button.
  • Contributors can download a document by clicking the Download icon.
This section:
  • Displays the documents uploaded by Contacts in the Deal Room. 
  • Displays the uploaded public (only) documents linked with the deal on CRM.
Documents that are uploaded by Contacts in the Deal Room will be linked with the deal record on CRM. Their document records will be created in the Documents module as well.
 
Note:
In the Files section:
  • You can upload documents of all formats.
  • File upload limits depends on the subscribed CRM edition.
  • You cannot delete an uploaded document in the Deal Room.

 
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