Adding as a new contact

Contact configurations

Adding as a new contact

If after chatting a while with a customer, you realize this is a contact from an existing or new account, who hasn’t been added into your CRM for some reason, you can easily add them as a new contact while you answer their questions.

To add a new contact:

  • Click on "Push to CRM" button on the right column of the chat window.
  • Click "Contact" to display the options for adding a new contact.
  • Enter the "Account name" to the contact.
  • Phone number for the contact.
  • You can also assign the new contact an owner from the drop-down list.
  • Lastly, create a follow-up task for today, so the new owner can further connect with the new contact, or even create new deall.

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