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 does a Contact log into the Deal Room?
Table of Contents
To Log into the Deal Room, a Contact must follow these steps:
- Click the Deal Room link received in the email. You will be directed to the Deal Room login window.
- Enter your Email address in the Email field.
- Click the Send OTP button. The message OTP sent successfully is displayed if OTP was sent successfully.
- Enter the OTP sent to your email in the OTP field.
- Click Join.
- Contact is now logged into the Deal Room.
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