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Suggested on Jun 24, 2019

Operator Choice to Create CRM Lead

It seems that the Live Chat integration with Microsoft Dynamics CRM is basically an all or nothing approach. You can either have ALL chats turned into leads or none. I would find the integration much better if during/after the chat, each operator had the ability to hit a button that says "Create Lead". Let them have the chat, see if it should be turned into a lead and then let them make the decision. We would have a lot of useless and/or duplicate leads in our system if we just turned on the "Make Leads" option.

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ADMIN


Jun 24, 2019
Hi
Thanks for your suggestion. We have added your suggestion to our roadmap.
Regards
Team ProProfs

Suggested by: Guest
Category: Live Chat
Status: Coming Soon
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