A conversation that lives on the deal.
Pin a thread to a deal, a ticket or an invoice and it stays there. The record grows a discussion of its own, so somebody opening that account in a year reads what was actually agreed rather than finding a link to a channel that has moved on.
The difference in one line
- Everywhere elseA link to the deal, pasted into a channel
- HereThe thread is attached to the deal, both ways
- In a yearStill there, when the channel has scrolled past
In the chat
Pin a message to the record it is about.
Anything said in a channel can be attached to the deal, ticket or invoice it concerns. It stays in the conversation, and it appears on the record.
Harbour Line came back on the revised quote. They want the second phase split out.
Splitting it. Give me ten minutes and I will put the new version on the deal.
Sent. Anything else on this goes in the topic so it does not get lost.
Topic: Phase two splitThe work and the talking about the work stop being separate.
Attach a thread, and it holds from both sides.
Pin a conversation to a record and it appears on that record and stays in the channel. Neither copy is the real one, because there is only one. Somebody who never opens chat still sees what was decided.
Once a thread is anchored
- On the recordUnder its own discussion tab, beside the emails and files
- Still in the channelNobody has to move to a different place to reply
- Found by searchAlong with everything else on that account
- KeptWhen the person who wrote it has left the company
Every record has a place to talk about it.
Open a deal and there is a discussion tab. Ask a question there and the people who follow that record see it, without anybody deciding which channel it belongs in or whether it is worth interrupting a channel for.
Why it matters
- No channel to chooseThe record is the room
- The right people see itWhoever follows that account
- Context is already thereNobody re-explains which deal this is
Drop a record into a conversation and it stays current.
Mention a deal and a card appears with its stage, its value and its owner. It is read from the record rather than typed, so it is still right next week when somebody scrolls back.
On a card
- What it isThe deal, the ticket, the invoice
- Where it standsRead now, not when it was pasted
- One click inOpen the record without leaving the thread