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 Files 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?
How to enable or disable the Deal Room for a Deal?
What is Deal Room in Vtiger?
What is Team section in Deal Room?
Table of Contents
Sending a Deal room invitation
To send a Deal Room invitation to the Contacts, follow these steps:
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.
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