With the Chat feature, you can now convert opportunities from Conversations using "Add Deal".
Steps:
- Navigate to Chats, from the left Menu Panel
- Under the Chat Conversation view "Check the Right Block for "Contact Deal"
- Users will get an option to create a deal using the "+" Add Deal Icon
- On the creation of a deal from the conversation panel, the deal gets auto-linked with the conversation.
- Multiple Deals can be associated with a Contact at a time.
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