Start a dialog with a CRM contact / ChatApp
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Start a dialog with a CRM contact

1. Open the application and log in using your ChatApp account login and password.

2. Go to the Chats tab and click + to add a new conversation.

3. Select the messenger in which you want to start a dialog.

4. In the Account field, select the license to which the dialog will be linked.

5. A list of messengers from which you can import contacts will appear.

6. Select CRM.

7. In the window that opens, a list of contacts from the CRM system associated with the company will appear. If you have many contacts, use the search.

8. After selecting a contact, the phone or username field will be automatically filled in.

9. Click the Start a Dialogue button.