Contacts
Add additional contacts under the primary lead name.
Transcript
How to Add Contacts:
Select the “add a new contact” button on the left side of the lead profile. It will then ask for first name, last name, and contact information.
Pro Tip:
If a lead’s additional contact uses that information when interacting with the chat later on, you will be given the option to merge the leads together or leave them separate. For example, if someone interacts in January and again in June, the system will recognize that and offer to merge the interactions.
