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    Integration with CRM directly from the ChatApp Dialog

    From the dialog, it is possible to work with data, and tasks from CRM, and view detailed information on a client.

    1. Select a dialog

    2. Click on the profile icon.

    3. Open the “CRM data” section. In this section you will see the following information:

    • deals
    • contacts
    • leads
    • CRM tasks
    • Companies

    4. Deals, contacts, leads are linked to CRM by links, by them you can go to the created deal, contact, lead in CRM.