FAQs in this section
What is the Deal Room feature in Vtiger CRM? What are the Deal Room features in Vtiger CRM? What are the benefits of Deal Room? What are the functions of Deal Room? How to install Deal Room? How to access Deal Room? What is User and Contact access to Deal Room? How to send the Deal Room Invite to Contacts from the User's end? How is Deal Room a multilingual facet? What is Deal Progression Bar in Deal Room? What is Questions section in Deal Room? What is Files section in Deal Room? What is Timeline section in Deal Room? What is Team section in Deal Room? What is to enable or disable the Deal Room for deals? What are the actions available for Contacts in a Deal Room? How can Contacts add Contributors (members) to the Deal Room? How can Contacts schedule a meeting in the Deal Room? How Contacts log into the Deal Room? How Contacts log out of the Deal Room? What are the various sections of the Deal Room?
How can Contacts upload files in the Deal Room?
Table of Contents
If you are listed as a Contact in the Deal Room, follow these steps to upload a document to the Deal Room:
- Login to the Deal Room.
- Click the Upload Document button. You will be directed to the Upload document window.
- Click Browse to view and select the file.
- Select the file you want to upload.
- Click Save.
You have now successfully uploaded a document on Deal Room.
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