Create Lead

Create new leads in Bitrix or link existing ones directly from your WhatsApp conversations using the Eazybe extension’s Mini CRM view.

Creating or Linking a Bitrix Lead

Open the WhatsApp Chat

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

Click on the Bitrix Icon

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

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.

Create a New Lead

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

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.

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.

If you have any questions or need further assistance, feel free to reach out to us at [email protected].

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