> ## 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.

# Create Lead

> Learn how to create or link a Bitrix lead directly from WhatsApp using the Eazybe extension.

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

<Steps>
  <Step title="Open the WhatsApp Chat">
    Open the WhatsApp chat of the respective lead you want to create or link in Bitrix.

    <img src="https://mintcdn.com/eazybe/Jg2kAu0gKOdb8kgy/images/1224312745.png?fit=max&auto=format&n=Jg2kAu0gKOdb8kgy&q=85&s=7d6a4f532c3e869989702cb5e17acfcf" alt="Open WhatsApp chat" width="1916" height="898" data-path="images/1224312745.png" />
  </Step>

  <Step title="Click on the Bitrix Icon">
    Click on the **Bitrix** icon in the right sidebar of the extension.

    <img src="https://mintcdn.com/eazybe/Jg2kAu0gKOdb8kgy/images/1224332367.png?fit=max&auto=format&n=Jg2kAu0gKOdb8kgy&q=85&s=13bb63f3e24c2f364b4e67ff66dc184e" alt="Bitrix icon in sidebar" width="1918" height="912" data-path="images/1224332367.png" />
  </Step>

  <Step title="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.

    <img src="https://mintcdn.com/eazybe/-D_yxC_aIEax66oJ/images/1225958204.png?fit=max&auto=format&n=-D_yxC_aIEax66oJ&q=85&s=1c7735558a32241562a2c45c5cc9d4e1" alt="Link existing lead" width="1918" height="912" data-path="images/1225958204.png" />
  </Step>

  <Step title="Create a New Lead">
    If the lead is new and hasn't been created in Bitrix yet, click on the **Create Lead** button.

    <img src="https://mintcdn.com/eazybe/-D_yxC_aIEax66oJ/images/1225960520.png?fit=max&auto=format&n=-D_yxC_aIEax66oJ&q=85&s=2d9d5e3466f6e0e92f39d693493c7085" alt="Create new lead button" width="1918" height="913" data-path="images/1225960520.png" />
  </Step>

  <Step title="Fill in the Lead Details">
    Enter the required details in the fields provided.

    <img src="https://mintcdn.com/eazybe/-D_yxC_aIEax66oJ/images/1225963610.png?fit=max&auto=format&n=-D_yxC_aIEax66oJ&q=85&s=bd73444f1843445726406dad3d0d26ec" alt="Lead details form" width="1918" height="907" data-path="images/1225963610.png" />

    <Tip>
      You can customize the fields by clicking on the **Edit** button and selecting the desired user properties.
    </Tip>
  </Step>

  <Step title="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.
  </Step>
</Steps>

***

If you have any questions or need further assistance, feel free to reach out to us at **[hey@eazybe.com](mailto:hey@eazybe.com)**.
