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.
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.
If there is no Observers
field in the lead/deal form, click Select field > Observers
Select employees that you want to be observers and click Save.
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.
All the colleagues invited to this chat automatically become observers.
This chat will appear in the conversations lists of all employees invited to the chat.
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.