Two colleagues discuss a deal in chat
Who is involved
| Role | What they do |
|---|---|
| Account executive | Starts a chat discussion from a deal. |
| Sales manager | Joins and opens the deal from the card. |
Step by step
- Account executive
Presses Discuss in chat on a deal and invites the sales manager.
What they see:The discussion opens with a neutral title, not the customer's name.
- Sales manager
Opens the discussion and the deal card.
What they see:The deal opens, if the manager may see it.
- Sales development rep (SDR)
If invited, opens the same card without access to deals.
What they see:Sees only that a deal exists, with no name or link.
Who is told what
The invited person sees the discussion in chat like any other conversation.