Adding a New Lead or Contact
You can create a new Lead or a Contact while you are chatting.
Chat Inbox checks for a phone match in Zoho CRM Leads, Contacts and Sales Order modules when you click a chat.
If there is no match you can create a new Lead or Contact in Zoho CRM.
Select one of these;
  • New Lead
  • New Contact with a Deal or not
Please wait 10 to 15 seconds to see new Lead/Contact in Chat inbox, or you can check Zoho CRM for confirmation.
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