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This guide explains how to navigate and use Salesforce Opportunity integration in x-bees Info frame to manage your current Opportunities. Create: May 2024 Permalink: https://wildix.atlassian.net/wiki/x/igXOAQ |
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Introduction
The Salesforce Opportunity integration in x-bees simplifies the management of Salesforce Opportunities by allowing you to handle them directly within the Info frame. Currently, it is available for 1-on-1 external conversations and it is planned to release it for group internal and external conversations win the future.
With this integration, you can conveniently track Opportunity stages, view and edit its summary and access connected Contacts, all within x-bees Info frame. This saves time and reduces the need to switch to Salesforce.
Access Salesforce Opportunity
To access a Salesforce Opportunity, follow these steps:
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 the desired Opportunity 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 summary
- To view or edit the Opportunity summary including Key Info, Wildix Partner Target Score and Value Prompter, navigate to the Opportunity 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 the 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