Creating a new CRM 'Lead' from an unknown contact
From time to time you may receive chat messages from contacts that you have not seen before. LogixOne Chat enables you to very quickly add these unknown numbers as a 'Lead' within the CRM. The following article explains how to do this.
Adding a new CRM 'Lead' directly from the Chatbox.
The image below details what you will see when a new chat message arrives from a number or social media ID that your system has not seen before this is represented by a '+' icon.
You can carry on a conversation with that contact as you would any other saved 'Lead' or 'contact' but you may wish to save that contact as a 'Lead' within your CRM.
To do simply click the '+' icon and you will be presented with a new 'Add Lead' form. Simply complete these details and a new lead within the CRM can be created.
How about if I know the contact exists already in my CRM 'Leads' or 'Contacts' module?
In this case all you need to do is navigate to that 'Leads' or 'Contacts' CRM record and add the mobile number or Social Media ID to their record. The next time you respond to that Chat or the sender sends a new message LogixOne Chat will recognise the number and associate it to the correct contact.
In addition you can select one of the exisiting message records and add then add the relevant contact to any of that message and LogixOne Chatbox shall now show the 'Lead' or 'Contact' name.
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