Desde una oportunidad del Embudo, seleccioná Abrir contacto. También podés buscarlo directamente en Chatwoot, dentro de la cuenta correspondiente a tu organización.El acceso depende de tus permisos y de que la oportunidad tenga un contacto vinculado.
Abrí la ficha del contacto en Chatwoot y revisá su nombre, teléfono y correo. Completá el nombre y apellido cuando los conozcas.Nexo usa el nombre disponible para identificar la oportunidad. Si no hay un nombre válido, puede mostrar el teléfono u otro identificador del canal.
En Embudo, buscá el contacto o filtrá por responsable y etiqueta. Si todavía no existe una oportunidad, usá Nueva oportunidad y elegí el contacto desde el buscador.Actualizar el contacto no marca una venta ni completa tareas. Esos cambios se registran por separado en el Embudo y en Mis tareas.
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