Observers in Leads and Deals in CRM ...

Observers in Leads and Deals in CRM

Observers in Leads and Deals in CRM

Observers in Leads and Deals in CRM

Now you can add observers to a lead or a deal, and observers will be able to view the CRM element, send and read messages in the chat of the element.

You can add observers to a lead or a deal. Observers can view the CRM element, send and read messages in the CRM element's chat.observers1.png

How it works

There is an Observers field in a lead or deal form. Click Add observer to add an observer to this lead/deal.

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If there is no Observers field in the lead/deal form, click Select field > Observers.observers7.png

Select employees that you want to be observers and click Save.

observers3.png

These employees will see this lead or deal in the list and will be able to view it.

Chat in CRM element card

Responsible person or observer can invite colleagues to a special chat.

observers8.png

All the colleagues invited to this chat automatically become observers.

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This chat will appear in the conversations lists of all employees invited to the chat.

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If you add an observer when the chat is already created, he will not be added to the chat automatically. To be added to the chat, the observer needs to click on this chat in the CRM element card.


Jan 7, 2019

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