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oChats.io
  • 👋Welcome to oChats.io
  • Overview
    • 💡What we do
    • ✨Our Features
      • Chat Management System
      • Broadcast Messages
      • Multiple Team Member Access
      • CRM System
      • Brand Management System
      • Analytics
  • Module - Tutorial
    • 🛠️Getting set up
    • 🏪Create workspace
    • 🧑Connect to channels
      • WhatsApp Web
      • WhatsApp API
        • WhatsApp Cloud API
        • Gupshup
        • 360dialog
      • Telegram
      • LINE
      • WeChat Business
        • Integration
      • Email
        • Enable IMAP access
    • 📘Upload contacts
      • How to upload a new contact?
      • How to upload new contacts in bulk?
      • How to merge & unmerge contact?
    • 👩‍🏫Set up profile
    • 🔁Messages
      • How to edit name?
      • How to open CRM pop out widget?
      • How to reply customer with another channel?
      • How to use snippet in message section quickly?
      • How to use WhatsApp template message in message section quickly?
      • How to send out personalized WhatsApp template message?
    • 💨Quick reply
      • How to set greeting message?
    • 🗣️Broadcast
      • Personalized Broadcast
      • Personalized Broadcast for WhatsApp
      • Reminder Broadcast
      • Download Broadcast Report
    • 🔍Workflow (Beta)
    • ⚙️Settings
      • WhatsApp Templates
      • Snippets
      • Users
      • Contact Fields
      • Tag
  • Use Cases
    • 🎨For Sales & Marketing Team
    • 🖥️For Customer Support Team
    • 📻For Procurement Team
    • 🧭For Human Resource Team
  • Benefits
    • List Your Business in WhatsApp Business Search
    • WhatsApp Commerce
    • Visible Display Name for Verified Businesses
    • Immediate Instant Messaging for Verified Businesses
    • New Verticals Allow in WhatsApp Business API
    • Getting Green Tick Verification Badge
  • FAQ
    • Why I cannot send out WhatsApp messages?
    • Why I cannot receive incoming message from user?
    • Why I cannot search for my LINE ID?
    • Can I use Wechat Official Account to join WeChat Group?
    • If I saw double tick in Message module, does it mean that my contact has received & read my message?
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  1. Module - Tutorial
  2. Messages

How to open CRM pop out widget?

Open CRM pop out widget

PreviousHow to edit name?NextHow to reply customer with another channel?

Last updated 2 years ago

Steps:

  1. Go to Message

  2. Click on the contact you want to access the CRM widget

  3. Click on the name of the contact on the top of chat box

  4. You will see a box pops out on your right-hand side

  5. Once you insert whatever information you want to insert, it will auto saved & update the information to your contact list

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