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Manage deals associated with your Zoho Contacts directly from WhatsApp Chat. Edit deal properties, update stages, and keep your sales pipeline current without leaving your conversations.

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How to Manage Contact Deals

1

Open the WhatsApp Chat

Access the WhatsApp conversation with the Zoho Contact whose deals you want to manage.Open WhatsApp Chat
2

Click on the Zoho Icon

In the right sidebar of the EazyBe extension, locate and click on the Zoho icon to access your CRM features.Click Zoho Icon
3

Access the Deals Section

Under the Contact header, select the Deals Section to view all existing deals associated with this contact.Deals Section
4

Edit a Deal

To modify an existing deal:
  1. Click the three dots (⋮) next to the specific deal you want to edit
  2. Click the pencil icon to open the deal details
  3. Edit existing properties or add new ones as needed Edit Deal
5

Save Your Changes

After making your modifications, click the Save button to update the deal with your changes.Save Changes

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Deal Management Options

Edit Properties

Modify deal values, stages, amounts, and custom fields

View Chat Backup

Access chat history synced with the deal record
You can view the chat backup in the 5 most recent deals of your Zoho Contact, making it easy to reference past conversations related to each opportunity.
Regularly updating your deal stages helps maintain an accurate sales pipeline and ensures your team has visibility into the latest opportunity status.

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Need Help?

If you have any questions or need further assistance, feel free to reach out to our support team at [email protected].