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With the Chat feature, you can now convert opportunities from Conversations using “Add Deal”.
  • Navigate to Conversations Icon on the left menu bar
  • Click on Chats
Salesmate chat navigation
  • 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.
Add deal from chat