How do I create a deal from the conversations inbox?

This article explains how to create a deal from the conversations inbox

You can create a deal from the conversations inbox in order to track any revenue opportunities from the conversations tool.

To get started, go to your conversations inbox by going to Conversations > Inbox on your main menu bar. From there, select the inbox you want to view (if you have multiple inboxes)

select-an-inbox

You'll be able to see a list of all the conversations on the left, the messages associated with that conversation in the middle, and then all the additional records associated with the contact on the right. From there you can open up the Deal records, and simply add a deal.

Deals on conversations1

For more information on how to create records associated to a conversation from the conversation inbox please view this HubSpot article.