1. Open Conversation
2. Select the new lead conversation
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3. Click on Add Lead
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Before Adding a new lead, enter the lead name in the search bar to explore leads with similar names,
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Case (A) if you find a name with same info:
- Select the name
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2. Press Connect Lead
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Case (B) if you didn’t find a similar name in the search bar, thus it’s a new lead:
Press Add New
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