Create Lead

Documentation Index

Fetch the complete documentation index at: https://help.eazybe.com/llms.txt

Use this file to discover all available pages before exploring further.

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Creating or Linking a Bitrix Lead

1

Open the WhatsApp Chat

Open the WhatsApp chat of the respective lead you want to create or link in Bitrix.

2

Click on the Bitrix Icon

Click on the Bitrix icon in the right sidebar of the extension.

3

Link to an Existing Lead

If the lead already exists in Bitrix, click on the Link to Existing Lead option and select the lead from the dropdown.

4

Create a New Lead

If the lead is new and hasn’t been created in Bitrix yet, click on the Create Lead button.

5

Fill in the Lead Details

Enter the required details in the fields provided.

You can customize the fields by clicking on the Edit button and selecting the desired user properties.

6

View Lead on Bitrix

Once the lead is created or linked, you can view it directly in Bitrix by clicking on the View on Bitrix button under the Profile section.