đź’¬ Add Internal Chat option in Opportunity cards
M
Marko Ivkovic
Internal communication about a deal is happening outside the CRM (WhatsApp, Slack, email, calls, voice notes).
Important context, decisions, and documents are not visible inside the Opportunity.
Proposal
* Add Internal Chat directly in each Opportunity.
How it works:
* Button in Opportunity: “Internal Chat”
* Creates or opens a dedicated chat thread for that Opportunity
* Automatically adds Owner + Followers as participants
Two-way link:
* Opportunity → “Open Chat”
* Chat → “Open Opportunity”
Content supported:
Text, voice notes, files, screenshots, mentions, reactions.
Benefits
* All communication stays in context
* No lost voice notes or documents
* Clear ownership and history of decisions
* Less meetings and repeated questions
* Faster handover between sales → delivery
One place per deal: chat, decisions, and files are connected to the Opportunity.
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N
Nick Landon
This would be a great feature - we are finding it hard to keep on top of the conversations re each opportunity, and the ability to add information, and tag users from within the CRM would be really useful.