Microsoft Idea

Ability to link conversations to leads

Oscar Monrio de la Herran on 9/22/2020 9:13:53 AM

Currently it is only possible to link conversations to contact, account and case records. As part of our business process, we need to link conversations also to leads in order been able to migrate from our actual solution.

Thanks

STATUS DETAILS

Under Review

Administrator

This item is currently under review by our product management team. Please continue to add comments and discuss use cases on this thread to help us understand your needs!

Comments

RE: Ability to link conversations to leads

Shannon Davis on 12/9/2022 10:11:59 PM

yes, we are considering adding chat to Event pages and it is likely these would become leads rather than cases.

Category: Live Chat

RE: Ability to link conversations to leads

Neil Parkhurst on 8/25/2022 1:59:02 PM

It would be much better if a conversation could easily be linked to any entity including custom entities.

I agree leads are important but i have had customers that are mainly working with quotes and orders. Or other situations when they are only using work orders.

Category: Live Chat

RE: Ability to link conversations to leads

Neerja Rewal on 12/4/2020 11:34:43 AM

Hi,

Thanks for sharing your feedback. We are monitoring this feedback for votes and will consider for our roadmap.

Thanks,
Neerja

Category: Live Chat

RE: Ability to link conversations to leads

Julián Hontanilla on 9/22/2020 9:29:37 AM

Very necessary, a chat channel on a public website is especially dedicated to leads

Category: Live Chat