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.