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What is Team section in Deal Room?

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Sending a Deal room invitation
To send a Deal Room invitation to the Contacts, follow these steps:
  1. Login to your CRM account.
  2. Click the 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 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. 

 
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