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The View deal link in your Conversations meeting table connects each recorded meeting to its corresponding Salesforce opportunity. Instead of switching between tools to cross-reference a call and its deal, you can click View deal directly from the meeting row to open the linked Salesforce opportunity in a new tab.

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Where to find Deal View

Go to Engagement → Conversations (/ci/meetings). In the meetings table, look for the View deal link in the meeting row. If a Salesforce opportunity is matched to that meeting, the link will be active. Clicking it opens the opportunity directly in Salesforce.
Deal View is also accessible from the Meeting Analysis page for individual meetings.

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How meeting-to-deal matching works

Lusha matches a meeting to a Salesforce opportunity based on the email addresses of the meeting participants. If participants are contacts associated with a Salesforce account that has an open opportunity, Lusha surfaces the View deal link for that meeting. If no match is found, the Deal View column will be empty for that meeting.

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Requirements

  • Your Salesforce integration must be connected and active.
  • The meeting participants must be contacts associated with a Salesforce opportunity.
Deal View is read-only. Clicking it opens the Salesforce opportunity in a new tab - you cannot edit the opportunity from within Lusha Conversations.

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Troubleshooting

If the View deal link is missing for a meeting, work through these checks:
  • Check the Salesforce integration - Confirm your Salesforce integration is connected and active in Settings → Integrations.
  • Check the participants’ contact records - Check that the meeting participants’ email addresses exist as contacts in Salesforce and are associated with an account that has an open opportunity.
  • Refresh the match - If participants were added to Salesforce after the meeting was recorded, the match may not appear automatically. Try re-opening the meeting from your Conversations table to refresh the match.
If the link still doesn’t appear after these checks, contact Lusha Support. Use Deal View to move between call context and deal status without ever leaving your workflow.