Leads

Lead creation

Leads can be created manually, captured from campaigns, or converted from an inbox conversation (chat-to-lead).

1. Open CRM / Leads (or Leads Inbox).
2. Create a lead or convert a conversation.
3. Capture name, channel, source, and owner when those fields are available.
4. Save and confirm the lead appears in the list or pipeline.

Chat to Lead Conversion Guide

Lead management

Qualify, assign, and move leads through your process. The Lead Management guide covers assignment and pipeline movement.

Lead Management Guide

Lead assignment

Owners can be set on the lead. Inbox threads can also be assigned so the same person owns the conversation and the CRM record.

Troubleshooting

• Confirm you are in the correct company context.
• Verify your role includes permissions for this module.
• Refresh and retry. If the issue persists, contact support with the screen URL.

FAQ