Home  >   FAQs   >  How does a Contact add Contributors (members) to the Deal Room?

How does a Contact add Contributors (members) to the Deal Room?

Table of Contents
To add Contributors to the Deal Room, a contact must follow these steps:
  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.
  4. Click Save.
The members added by the Contact 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.

Was this FAQ helpful?
0  out of  0  found this helpful.
Comments 0
Be the first to comment
© Copyright 2023 Vtiger. All rights reserved.