# How do I record a closed deal in SyBox?

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

**Q: 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.

**Q: 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.

**Q: 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.

**Q: 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.

**Q: 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.

Source: https://www.smartsybox.com/help/record-a-closed-deal