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Discuss a deal in chat

Team Chat & CallsCRM & Sales PipelineShared record

What moves

A deal or customer record opens a chat about it.

Before you start

Both modules in your plan

Step by step

Sales repCRM & Sales Pipeline
Presses Discuss in chat on a deal.
You see:A conversation opens with the deal card.
ColleagueTeam Chat & Calls
Replies.
You see:The discussion stays linked to the record.

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