Conversations is available on all plans levels and can be purchased as an add-on to your account.
Deals is available on Plus, Professional, and Enterprise plans.
You and your agents can create deals for known visitors during a conversation. In addition, you'll see an overview for any deal associated with a known visitor.
Note that it's not possible to edit deal information from the visitor detail pane. However, you can click the deal from the pane to open it in a new tab or window.
Create a new deal for a known visitor
Please note: Only Agents (i.e. someone who is assigned a Conversations seat) are able to create a new deal for a known visitor. If a user has the "View Only" role permission, they will not be able to create a deal within the Conversations inbox.
1. Click the "Add a Deal" option in the visitor detail pane.
2. A modal window will open. Complete the fields in the modal.
3. When finished, click the "Add Deal" button.
