To review an opportunity on WhatsApp Web, open your Salesforce sidebar and open a WhatsApp contact that is linked with a Salesforce contact.
Currently, the opportunity is view-only, you cannot edit it on your WhatsApp Web.
Ensure that the opportunity you've created on Salesforce is associated with the contact linked to your WhatsApp contact.
Go back to WhatsApp Web, you will see the opportunity is list on your contact.
Tips: If you can't find the relevant contact in the search results, try clicking the Update to refresh your Salesforce database.
We hope this document helps you better understand how Cooby works. For any concerns or questions regarding your Salesforce integration, kindly email us at [email protected] 💜