Create a New Conversation with a New or Existing Contact

Creating a New Contact

You can create a new conversation in a couple of ways learn more below:

 

Creating a New contact from the Chat Window

Click on the plus icon next to the search bar in the top left of the chat view.

 

Creating a New Contact from the Grids

If you're already working in the grid view, you can add a contact by clicking "new" next to the "actions" button in the Contacts/Candidates tab.


 

Adding the Number

After selecting New from the above methods, you'll be led through a series of dialogue boxes.

 

First, type in the number you wish to chat with. If the number already exists, you'll be prompted to choose the candidate and then be redirected to the existing conversation.

 

If the number doesn't already exist, you'll be prompted to enter contact details for the new contact.

 

Once you've filled in the contact's details, you can also add marketing data such as the source of the contact and which job location the contact is to be associated with:



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