Lead Profile

This guide explains how to view and edit a Salesforce Lead profile directly within WhatsApp using EazyBe’s Mini-CRM integration.

Viewing and Editing Lead Profiles

Open the WhatsApp Chat

Launch the WhatsApp conversation with the Salesforce lead you want to view.

Access the Salesforce Integration

Click the Salesforce icon in the EazyBe extension’s right sidebar to open the Mini-CRM panel.

Access the Profile Section

The first header under the Lead section displays the Profile Section with the lead’s information.

View and Edit User Properties

Review the user information displayed. To modify details, click the Edit button.

Save the Changes

After making your modifications, click Save at the bottom to apply the changes to Salesforce.

Changes made to the lead profile are synced directly to Salesforce in real-time.

If you have any questions or need further assistance, feel free to reach out to us at [email protected]. We’re happy to help!

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