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1-Click Actions - MS Dynamics 365
How to create a Lead

How to create a Lead

Tuvis Team avatar
Written by Tuvis Team
Updated over a week ago

  1. Connect to WhatsApp Web

  2. Log in with your MS Dynamics user

  3. Select any desired contact

  4. Click on the Action button on the Panel (𓃑)

  5. Click on Create New Lead/Contact

  6. On the top of the Agent Panel, select “Lead”

  7. Fill in required values

  8. Click on Create

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