Repeated leads for incoming messages from instant messengers / ChatApp
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    Repeated leads for incoming messages from instant messengers

    Setting up repeat generation scenarios depends on CRM settings and Bitrix24 open channels settings.

    Create Leads, Set Up

    Refer to Manual – Repeat Leads

    CRM Setup/Settings/CRM Setup/Miscellaneous

    Options:

    • Turn off automatic re-sales registration;
    • Enable legacy lead scenario;

    Set up lead creation in an open channel

    Go to Menu CRM/Settings/CRM Setup/Other

    Manage the options:

    Disable repeat sales mode;
    Enable legacy lead creation mode;

     

    Setting Up an Open Line

    Go to Menu CRM/Customers/Contact Center

    Choose ChatApp connector – WhatsApp, Telegram or other

    Repeat leads

    Select – Settings

    Set option – If client was not found in CRM: Auto create a new lead

    Repeat leads