What is Team section in Deal Room?
Sending a Deal room invitation
To send a Deal Room invitation to the Contacts, follow these steps:- Login to your CRM account.
- Click the 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 on the top right corner of the screen. 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.