To start a discussion on a deal:

  1. Open the deal on which you want to collaborate.

  2. Click on the Discuss button to start a discussion on this deal.

  3. A chat window will open up. Here, you can invite other agents to a discussion on the deal. Just @mention their name and as you type, you will see a prompt with a list of people. Select the relevant person from the list, type your message, and hit 'Send' to start the discussion.

  4. You can also invite people outside your CRM (non-agent teammates) or people from outside your organization to a discussion. Learn how to invite external collaborators to a discussion.
    Note: Discussions associated with a deal are stored alongside the deal and can be referred to at any point, inside Freshsales, by any agent who has access to the deal, as well as collaborators on that deal. If you’re not a part of a discussion, you won’t be able to view the discussion in your Freshconnect web app.