FAQs in this section
Where can I find my Calculus deal score?
How do I see the conversation insights on a deal?
How do I install the Calculus extension?
What happens when I install the Calculus extension?
What touchpoints does Calculus use to make recommendations?
What kind of recommendations do I get by Calculus while writing an email?
What is Deal Health Feature?
What is the role of Deal Health in sales?
What is Deal Health In Vtiger CRM
What is the Deal Health feature module availability?
How to access the Deal Health Feature?
What are the sections of Vtiger CRM Deal Health Feature?
What is Deal Score?
What is Predicted Close Date?
What is Engagement Score?
What is Sentiment Score?
What are Conversation Insights?
What is Conversation Timeline?
What is 'By Category' under the Conversation Timeline?
What is 'By Sentiment' under the Conversation Timeline?
What is 'Touchpoints Summary' under the Conversation Timeline?
What is 'By Owners' under the Conversation Timeline?
What are the Calculus Deal Score Factors?
How to view the Deal Score factors?
What is 'By Channel' under the Conversation Timeline?
Table of Contents
Conversation Timeline by Channel displays the number and type of monthly conversations that have taken place for the particular deal via various conversation mediums such as Phone Calls, Email Campaigns, Chats, Documents, Meetings, and Web Activity. They are represented in different color codes as shown below.
For instance, let us consider Channel Emails. The color code for Emails is blue. Hence the vertical blue bars represent the email conversations that have occurred for the particular deal.
Clicking on a vertical bar will display the Channel, subject of the email, along with Other details and Sentiment if available for the same as shown.
Clicking on the email subject will direct you to the particular email conversation.
The same procedure is applicable to all the other categories such as Phone Calls, Email Campaigns, Chats, Documents, Meetings, and Web Activity.
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