You can add observers to a lead or a deal. Observers can view the CRM element, send and read messages in the CRM element's chat.
How it works
There is the Observers field in a lead or deal form. Scroll down to the More section > click Add observer to add an observer to this lead/deal.
Select employees that you want to be observers and click Save.
These employees will see this lead or deal in the list and will be able to view it.
Chat in CRM element card
The responsible person or an observer can invite colleagues to a special chat.
All the colleagues invited to this chat automatically become observers. To invite a new user (that will become a new observer) to a chat, click the Invite button.
This chat will appear in the conversations lists of all employees invited to the chat.
To delete an observer, open a lead/deal > scroll down to the More section > click Change.
Click the Delete button next to the observer you want to delete > click Save.