Log in as a Salesforce user
Connect to WhatsApp Web
Select any desired contact
Click on the Action button on the Panel (𓃑)
Click on Create New Lead/Contact
Select “Contact”
Click on "Standard"
Then click on "Find Account" and then "Create New"
Fill in the required fields
Click on Create.
How to create an Account
Creating Accounts from the agent panel
Written by Tuvis Team. Updated over a week ago
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