Observers in leads and deals

You can add observers to a lead or a deal. Observers can view the CRM entity, send and read messages in the CRM entity's chat.

How it works

There is the Observers field in a lead or deal form. Scroll down to the More section > click Add to select an observer to this lead/deal.

If there is no Observers field in the lead/deal form, click Select field > Observers.

These employees will see this lead or deal in the list and will be able to view it.

For the correct work of this function, the added users need to have at least a Personal access level to leads and/or deals according to Access Permissions in CRM.

Chat in CRM entity form

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.

If you add an observer when the chat is already created, he will not be added to the chat automatically. To be added to the chat, the observer needs to click on this chat in the CRM entity form.

Delete observers

To delete an observer, open a lead/deal > scroll down to the More section > click Edit.

Click the Delete button next to the observer you want to delete > click Save.

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