Suggested Search: Admin Guide, User Guide, Release Notes
Suggested Search: Admin Guide, User Guide, Release Notes

Save an Unknown Number as a New Lead

  1. On the Converse Desk, click a conversation with an unknown phone number. The message reply pane appears.

    2.  

  2. Click on the reply panel header and click New Lead. The New Lead pop-up window appears.

    3. The mobile number is pre-filled in the mobile field.
  3. Enter the details for the new lead.
  4. Click Save.

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