Yes, you can. A deal is a sales opportunity that you are pursuing with a contact or an organization.
Follow these steps to add a deal:
- Click the Menu icon.
- Go to the Essentials tab.
- Select the Web Chats module.
- Click the Transcripts button on the right-hand top corner of the screen.
- Open the chat record.
- Click the Do button in the Summary View.
- Click Add or Create button.
- Select Deals.
- Hover over a record in the list of all current opportunities to display the radio buttons.
- Click the radio button on the left side of the record to select the record.
- Click Add Selected button present below the list.
The linked opportunity is seen in the Deals widget in the Summary View of the chat record.
To know more about Web Chats, click here