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How to Create a Lead from Chat
How to Create a Lead from Chat

Learn how to create a lead from Chat

Xenia avatar
Written by Xenia
Updated over 7 months ago

To create a lead from a chat, you need to attach a client to it. Learn more about how to assign a client to a chat in this article.

How do I create a lead from Chat?

Go to the Chats page and select the desired chat. Click the +Document button and select Lead.

The created document is displayed in the client's chat and on the Leads page.

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