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Open the WhatsApp chat of the respective contact.

Click on the Salesforce icon in the right side-bar.

If there is an existing salesforce lead, click on Link to existing Salesforce lead and select the lead from the dropdown.

If the lead is new and hasn’t been created on Salesforce, then, click on the Create Lead button.

Fill in the details in the given fields. You can also customize the fields as per your preference and can add the fields by clicking on the Edit button and selecting the desired user properties.

You also have an option to view the lead directly in the Salesforce by clicking on the View Lead on Salesforce button as given below.

1. Open the WhatsApp chat of the respective contact.
2. Click on the Salesforce icon in the right side-bar.
    
   
    
    
3. The Lead Section will open up.
    
   
    
    
4. If there is an existing salesforce lead, click on Link to existing Salesforce lead and select the lead from the dropdown.
5. If the lead is new and hasn’t been created on Salesforce, then, click on the Create Lead button.
6. Fill in the details in the given fields. You can also customize the fields as per your preference and can add the fields by clicking on the Edit button and selecting the desired user properties.
    
   
    
    
7. You also have an option to view the lead directly in the Salesforce by clicking on the View Lead on Salesforce button as given below.

Create Lead

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Track the progress of all tickets related to your company.

Tickets portal.

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