The Deal Collaboration feature in Freshsales allows you to seamlessly communicate and share updates on Deals within your team. With this feature, you can create discussions, involve relevant team members, and manage interactions directly within your Freshsales account without a third-party collaboration tool. Here’s a step-by-step guide to help you understand and use Deal Collaboration effectively.

Note : Discussions is currently available only for the Deals module on the Web application. The Mobile application does not support deal collaboration and @mentions.
Discussions is not supported in Freshsales Classic


TABLE OF CONTENTS

Key Capabilities of Deal Collaboration

  • Initiate Discussions on Deals: Start discussions directly on deals and bring in relevant participants for focused collaboration.

  • @Mentions and notifications for Participants: @Mention team members to notify and engage them in specific deal discussions.

  • Discussions on a Note: Reply to notes and start a new discussion with the note as a handy context.

  • Multiple Contextual Triggers: Access and initiate discussions from various views in Freshsales, such as the Summary slider, Kanban view, List view, and Notes.

  • Minimizable and Persistent Chat Window: Keep conversations accessible, even as you navigate across different pages in Freshsales.

Step-by-Step Guide to Using Deal Collaboration

Starting a New Discussion

  • To start a discussion, navigate to the Deal where you want to initiate a conversation. You’ll see a discussion CTA button.

  • Click on the CTA to open the discussions panel.


  • The first discussion in the list loads automatically. If there are no existing discussions, the empty state appears.

  • A "+" symbol next to the CTA allows you to start a new discussion instantly.

  • A discussion cannot be started without selecting at least one recipient.

  • Search for participants by name or email to add them to the conversation. The search list will not display your own name to avoid self-selection.

  • You can add multiple participants, with a current maximum limit of 25 participants.

  • You cannot start a conversation without selecting at least one recipient and typing a message.

@Mentions and Notifications

  • @Mention users in a note or discussion to notify them.

  • Users receive notifications if they are added to a discussion or if they are @mentioned in a note or message.



  • Notifications can be managed from the personal notifications page, with options for notifications on mentions, replies, and discussion invitations.

Starting a Discussion from Notes

  • You can start discussions from notes added to deals. Click Reply on a note, and a new discussion will open, with a snippet of the note included at the top.



  • Each reply to a note starts a new discussion, ensuring clear and segmented conversations.

  • Each note can have only one discussion associated with it.

Managing Discussions

  • You can minimize the discussions widget. Any unsent message will be saved.

  • Minimized discussions remain accessible across different pages. If you move from the deal page to another view, the minimized discussion persists.

  • To discard a message, simply close the widget.

  • If you start a discussion and there’s already a discussion with the same group of people for a deal, you will be directed to the existing conversation, avoiding duplicate discussions.

  • If there are multiple discussions with the same participants (created through replies to a note), the most recent discussion opens by default. Other discussions can be opened from the discussion list. 

  • Discussions can be started from multiple places: The Deal overview page, the Deal summary slider, the Kanban view and the List view.

Additional details

  • Any user who has access to the deal can view and join all the discussions happening on a deal.They can do so by simply sending a message to the ongoing discussion
  • When a discussion is tied to a note, it will display as "Discussion on {Note creator's first name}'s note" by default.

  • Any participant of the discussion can rename the discussion. They can rename the discussion using the 3 dot menu near the name of the discussion.



  • Only the person starting the discussion can delete the discussion. This can also be done through the 3 dot menu. 

  • When a deal is deleted, discussions associated with it are also removed. Restoring the deal will restore active discussions, while intentionally deleted discussions won’t reappear.

Common Questions

Q1. How are discussions named?
A: Discussions are named dynamically based on the participants:

  • For one-on-one discussions, the conversation displays the other participant’s name.

  • For group discussions, participants’ names are listed alphabetically.

  • When a user views a discussion, their name is excluded from the title.

  • For discussions with more than two participants, names will be shortened as “First participant, Second participant, +n others.”

Q2. What happens if I minimize the discussion widget?
A: Minimizing the widget saves your progress, so you can pick up where you left off even if you navigate to another page.

Q3. Are there limits to the number of participants?
A: Currently, the maximum is 25 participants, as determined by the Entity team feature limit. 

Q4. Are there limits to the number of discussions in a deal?
A: Currently, the maximum is 25 discussions,