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 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 add Contributors in a Deal Room?
Table of Contents
Follow these steps to add Contributors to the Deal Room:
- Login to the Deal Room.
- Click Add Member. It will take you to the Add Member window.
- Enter the below information:
- First Name - The first name of the member.
- Last Name - The last name of the member.
- Email - A valid email ID of the member.
- Click Save.
|Note: The Add Member option for the Contacts is enabled only if the Admin enables the Allow Add Contributors setting. This setting is available in the CRM under Settings > Marketing & Sales > Deal Room.|
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