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"New Opportunity" from Chat? — Cloud Customer Connect
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"New Opportunity" from Chat?

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edited Aug 28, 2017 6:12PM in Communication Channels 5 comments

Content

Hi guys,

Customer wants to initiate an Opportunity from Chat, so I have a couple of questions regarding the standard chat - opportunity feature:

1) Is there a way to automatically "map" a Chat field into another Opportunity Field?  For example, as seen in attached image1.jpg, OSvC automatically maps a "See incident n°____", I would like to:

1.1) Remove the "see incident" part and only reference the Incident number

1.2) Automatically Map the Chat ID into another custom Opportunity Field

2) On the other hand, is it possible to skip this "pre-insert workspace" and go ahead straight to standard Opportunity workspace? (with the fields mapped)

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