How do I record a closed deal in SyBox?

Updated

In SyBox, this is done in Inbox > The conversation list. 1) Open the customer's conversation and its menu, then choose "Deal closed". 2) Type the "Deal value" and the "Currency" (a three-letter code, such as USD), then click Save. 3) The deal is saved in the conversation with a line "Deal closed by (your name)". If the conversation started from a WhatsApp ad, Meta is told too, so your ads reach more people like this customer, and the line says "Sent to Meta".

How to record a closed deal

  1. Open the customer's conversation and its menu, then choose "Deal closed".
  2. Type the "Deal value" and the "Currency" (a three-letter code, such as USD), then click Save.
  3. The deal is saved in the conversation with a line "Deal closed by (your name)". If the conversation started from a WhatsApp ad, Meta is told too, so your ads reach more people like this customer, and the line says "Sent to Meta".

- If Meta cannot be told (the conversation did not start from a WhatsApp ad, or the ad's number is no longer connected), SyBox asks first: the reason, then "Save the deal in SyBox only?". Save keeps the deal in SyBox; its line ends "not sent to Meta".

- If Meta refuses it after it is saved, you see "The deal is saved in SyBox, but Meta was not told." and the reason.

Questions

How do I mark a conversation as unread?

There is no "Mark as unread" option. A conversation is marked as read when you open it or mark it as finished.

Is there an "Unread" filter?

No. Unread conversations show a number on their row. Use "Awaiting reply" to find conversations where the customer wrote last.

What is the difference between Star and Favorites?

A star on a customer conversation is shared, so the whole team sees it. Favorites (the heart) and Pin are personal: only you see them.

If I delete a conversation, is it only deleted for me?

No. Delete conversation removes it for the whole team on every device, so use it with care. To just tidy your view, use Archive or Temporary archive.

A notification arrived, but I can't find the new conversation in my list.

Your list is probably on a filter, such as Star or Favorites. Click "All" and the conversation will be there.

More about The conversation list.