Discuss a lead or deal in chat

What moves

A CRM lead or opportunity can be discussed or pasted as a card; chat stores only a link and resolves the card for each reader.

Before you start

• Chat and CRM in your plan
• Discussions about records switched on
• Both modules in your plan

Step by step

1. Sales representativeCRM & Sales Pipeline

   Presses Discuss in chat on a lead page, or on a deal in the pipeline board, and picks a colleague.

   You see:A discussion opens with the opportunity attached.

2. Sales representativeTeam Chat & Calls

   Adds the sales manager and asks for a discount decision.

   You see:The manager is notified.

3. Sales managerTeam Chat & Calls

   Opens the opportunity card from the conversation.

   You see:The card opens the deal if they have CRM access.

4. Sales managerTeam Chat & Calls

   Replies with the decision.

   You see:The representative sees it live.

Related

• Team Chat & Calls
• CRM & Sales Pipeline
• Discuss a record in chat without leaving it
• Discuss a vehicle or driver in chat
• Discuss an employee record with their manager
• A legal hold is placed by one person and released by another
• A manager approves leave and the badge appears
• Connections between modules