Eazybe

To create a new Lead that is not already present on LeadSquared using EazyBe WhatsApp extension:

Open the WhatsApp chat of the contact you want to create a lead for.

Click on the Leadsquared icon in the right sidebar. The Lead section will appear.

If the contact already exists as a lead in Leadsquared, click on Link Contact, select the lead from the dropdown, and click the Link button.

If the contact is new and not yet a lead in LeadSquared, click on the Create Contact button.

Fill in the required details in the provided fields. You can also customize the fields according to your preferences.

If needed, you can view the lead directly in LeadSquared by clicking the View Lead on LeadSquared button as given below

1. Open the Lead's WhatsApp Chat
 Open the WhatsApp chat of the contact you want to create a lead for.
 
2. Access the LeadSquared Mini-CRM view
 Click on the Leadsquared icon in the right sidebar. The Lead section will appear.
 
3. Link an Existing Lead
 If the contact already exists as a lead in Leadsquared, click on Link Contact, select the lead from the dropdown, and click the Link button.
 
4. Create a New Lead
 If the contact is new and not yet a lead in LeadSquared, click on the Create Contact button.
 
5. Fill in the Details
 Fill in the required details in the provided fields. You can also customize the fields according to your preferences.
 
6. View Lead directly in LeadSquared
 If needed, you can view the lead directly in LeadSquared by clicking the View Lead on LeadSquared button as given below

___________________________________________________________

We hope this article has helped you better understand how EazyBe works! If you have any questions or need further assistance, feel free to reach out to us at <a href="https://app.intercom.com/" rel="nofollow noopener noreferrer" target="_blank">hey@eazybe.com</a>. We're happy to help!