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Respond to a chat and link it to a contact

Updated on 13 Dec 2021

When a customer sends a query via the chat widget on the website, it’s not only important to respond to it, but also to register it on their Contact card. In this how-to guide, you’ll learn how to respond to a chat and how to link it to a contact in SuperOffice CRM.

you can link a chat to a contact
You can link a chat to a contact or company

Learn how to respond to a chat and link it to a contact by following the step-by-step guides below:

  • Respond to a chat
  • Link chat to SuperOffice contact

Create a new company and contact

If a customer is not found in the SuperOffice CRM database, you can create a new contact and company in the side panel.

  • Add customer to SuperOffice

You can add a new contact to SuperOffice CRM through the sidepanelYou can add a new contact to SuperOffice CRM through the sidepanel

 

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