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How can Contacts add Contributors (members) to the Deal Room?

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Adding Contributors to the Deal Room




If you are listed as a Contact in the Deal Room, follow these steps to add members to the Deal Room: 
  1. Login to the Deal Room.
  2. Click Add Member. It will take you to the Add Member window.
  3. Enter the below information:
  1. First Name - The first name of the member.
  2. Last Name - The last name of the member.
  3. Email - A valid email ID of the member.
  1. Click Save.
The members added by Contacts will by default be listed under Contributors and added as Contacts in the Deal Room. They will also be added to Contacts in the deal record.
 
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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