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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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