Zoho CRM | Decision Maker Connect for the Deals Module

Decision Maker Connect is deactivated by default as not every organisation needs it, however you can easily activate it yourself.

1. Log into your Zoho CRM dashboard and click on Marketplace.

2. Select the Installed tab and find the Smooth Messenger app.

3. Click on Configure:

4. Scroll down and click on the Advanced Settings heading to expand the setting options.

5. Locate the option for Decision Maker Connect and configure the following:

A) Check the box for Retrieve messages for linked records.
B) If applicable, check the box for Auto fetch data for contact roles (in Deals) - if you're not using contact roles in the Deals module, don't worry about checking this box as it uses extra API calls if you do.

6. Don't forget to click Save:

All done - now you’ll be able to see messages that you’ve sent to the related contacts.

Assigning Key Contacts

Now that you've activated Decision Maker Connect, you'll need to assign the key contacts to your deals so you can capture the associated SMS messages - there's two ways to do this:

1. If the deal only has a couple of key contacts, then you can nominate them as required in the Deal Information section:

2. For larger, more complex deals, there's likely multiple decision makers and specific stakeholders involved. You can keep track of all these contacts by setting up Contact Roles:

Filtering Messages

To view all the SMS conversations for a deal, just open the deal and scroll down to the Smooth Messenger section and click on the person icon:

This opens a list of contact records linked to the deal where you can click on a name to switch between conversations: