Stage, quote and conversion from the conversation panel

Plans: Business and above

This entry was published retroactively on 20 October 2026; the feature has been in use since 17 October 2026.

What changed

In Görüşme Takibi (Call tracking), Konuşmayı aç (Open conversation) now opens the conversation in a side panel without leaving the page; the panel can be expanded. You can change the lead stage from the panel, and Müşteriye dönüştür (Convert to customer) and Teklif gönder (Send quote) buttons were added; the quote form opens with the recipient already selected. You can create a lead by hand from a conversation that has no record; if a record with the same phone number exists, the conversation is linked to it.

Who it is for

Plans: Business and above. For companies with Gelen Mesajlar (Inbox) connected.

How to use it

Open a conversation on the Görüşme Takibi or Gelen Mesajlar page under Müşteri Yönetimi; the actions are in the side panel.