CRM-connected conversations tied to your opportunities
What Are Deal Rooms?
Dedicated conversation channels that stay connected to an opportunity record.
Deal Rooms are a special type of channel that is automatically tied to an opportunity (deal) in your CRM. Unlike regular channels, Deal Rooms display live metadata from the associated deal — including stage, value, close date, and owner — directly in the conversation. This gives everyone in the room full context on the deal without switching screens.
Deal Rooms bridge the gap between communication and CRM data. Any message can be logged to the opportunity's activity timeline or turned into a task with a single action, so the discussion that matters becomes part of the deal record — without cluttering the timeline with every line of chat.
One room per deal
Each opportunity can have only one Deal Room. If a Deal Room already exists for an opportunity, you will be directed to the existing room instead of creating a duplicate.
CRM Context Bar
Live deal metadata displayed at the top of the conversation.
The CRM context bar is a persistent header that sits directly under the conversation title in every Deal Room. A thick primary-colored top border separates it visually from the main conversation. It shows key information from the linked opportunity so participants always have context:
Context Bar Fields
Deal name — The name of the linked opportunity, shown with a money emoji prefix.
Stage badge — The current pipeline stage (e.g., Qualification, Proposal, Negotiation) rendered as a small primary-colored badge.
Value — The monetary value of the deal, formatted in a compact currency style ($1.2M, $450K, $9,800).
Probability — The current win probability as a percentage.
Close date — The expected close date, shown as Close: Mar 14.
Owner — The teammate responsible for the deal.
View Deal link — A right-aligned link that jumps directly to the full opportunity detail page.
The context bar updates in real time. When someone changes the deal stage, value, or close date in the CRM, the Deal Room header reflects the change immediately. Click View Deal → to open the full opportunity detail page for editing, logging activities, or reviewing the deal timeline.
Only in Deal Rooms
The CRM context bar is unique to Deal Rooms. Regular channels and group chats don't have a context bar because they're not linked to an opportunity record.
Auto-Membership
Who gets added to a Deal Room automatically.
When a Deal Room is created, the following people are automatically added as members:
Creator — Whoever opens the Deal Room becomes its owner.
Assigned rep — If the opportunity has an assigned teammate, they are added as a member.
Additional team members can be added manually at any time, just like a regular channel. If the deal is reassigned in the CRM, the new assignee is automatically added to the room (the previous members remain).
Log to Timeline & Turn into Task
Promote the messages that matter into the deal record.
Chat stays chat until you decide it belongs on the record. Deal Room messages are notauto-logged — instead, each message carries two on-demand actions so the timeline holds decisions, not every line of banter:
Log to timeline — Writes the message as a note activity on the linked opportunity, so it appears in the deal's activity feed alongside calls, emails, and meetings.
Turn into task — Creates a task pre-linked to the deal, seeded from the message text, with an optional due date — turning “can someone send the renewal quote?” into tracked work.
Both actions live in the message's action menu (hover a message on desktop, or long-press on touch). Logging to the timeline requires the same permission as creating an activity; turning a message into a task requires task-create permission — a teammate without those rights won't see the actions.
Why not auto-log everything?
Auto-logging every message would bury the signal in noise — the opposite of a useful record. Keeping it a deliberate action means the deal timeline stays a curated history of what actually moved the deal.
Creating Deal Rooms
How to create a Deal Room for an existing opportunity.
Deal Rooms are created on demand from the deal, or opened automatically as a deal heats up:
1
From the opportunity
Open the opportunity record and click the "Deal Room" button in the action band at the top of the page. If a Deal Room already exists for that deal, the button takes you straight to it instead of creating a duplicate.
2
Automatically, as the deal advances
When an opportunity moves into the Proposal or Negotiation stage, a Deal Room is opened for it automatically — so the room exists exactly when the deal starts needing a working space, with no manual step.
Who can open a Deal Room
Deal Rooms are part of the Business plan and up. Any teammate on an eligible plan who can view the opportunity can open its Deal Room — there is no separate owner-only or manager-only restriction.
Deal Room Lifecycle
What happens to a Deal Room when a deal closes.
Deal Rooms follow the lifecycle of their linked opportunity:
Active deals — The Deal Room remains fully active with all messaging features available. The context bar shows live deal data.
Stage changes — Each stage move posts a distinct system message in the room, so the conversation carries a visible record of the deal's progress.
Closed-Won — The room converts into an ongoing account room: it re-links to the customer's company and stays active, so the same people keep talking as the relationship moves from selling to serving. A “deal won” system message marks the transition.
Closed-Lost — The room is archived (read-only). A system message notes the outcome and the full conversation history and shared files are preserved for reference.
Archived rooms are searchable
Archived Deal Rooms still appear in search results and can be opened in read-only mode. The full message history and all shared files remain accessible even after a deal closes.