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 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?
What is Team section in Deal Room?
How to enable or disable the Deal Room for a Deal?
What is Deal Room in Vtiger?

How does a Contact log into the Deal Room?

To Log into the Deal Room, a Contact must follow these steps:

  1. Click the Deal Room link received in the email. You will be directed to the Deal Room login window.
  2. Enter your Email address in the Email field.
  3. Click the Send OTP button. The message OTP sent successfully is displayed if OTP was sent successfully.
  4. Enter the OTP sent to your email in the OTP field.
  5. Click Join.
  6. Contact is now logged into the Deal Room.
With this you have successfully logged in to the Deal Room via the Deal Room Invite link.
 
Note: 
  • Validity of OTP: The OTP sent to Contacts to access the Deal Room is valid for one hour only.
  • Attempts to use the Resend OTP option: Contacts can make only five attempts for the Resend OTP option. 
  • OTPs are sent to the registered email IDs of approved contacts of a Deal Room. Users who are not Contacts cannot use their email ID and password to login to the Deal Room, since OTPs are sent only to the emails of contacts associated with the deal. 
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