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Open x-bees and proceed to a dedicated conversation with a Salesforce Contact
On the Info frame, navigate to the Salesforce Opportunity section and authorize to Salesforce if required
Link your preferred Opportunity to the conversations by typing its name in the Related to field
Select it from the list
Once you select it, it gets linked
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Manage Opportunities
Within Salesforce Opportunity in x-bees Info frame, you can:
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