...
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
]
Manage Opportunities
Within Salesforce Opportunity in x-bees Info frame, you can:
Track Opportunity stages
- You can track the various stages of the Opportunity (Working, Qualifying etc)
- To view more details or change the Opportunity stage, click Open in Salesforce button to directly open it
View and edit Opportunity summarySummary
- To view or edit the Opportunity summary Summary including Key Info, Wildix Partner Target Score and Value Prompter, navigate to the Opportunity summary Summary section
- To enter editing mode, click on the Pencil icon next to the summary
- Make the necessary changes in the provided fields
- Once editing is complete, click Save button to save your changes
View Contacts connected to Opportunity
- To view the Contacts associated with the Opportunity, navigate to the Contact roles section
- You can check Title and Role of each Contact
- To view more details about each Contact, click on the dedicated icon next to the Contact roles to directly open them
- View and edit Notes or add new ones
- To view Notes associated with the Opportunity, navigate to the Notes section:
- To edit a note, click on the Pencil icon next to the relevant note
- To create a new note, click on the More (three dots) icon and choose New or click Add Note under the Open in Salesforce button at the top of the Salesforce Opportunity section
- To view Notes associated with the Opportunity, navigate to the Notes section: