- On the left navigation, click Leads & Contacts > Lead Management > Leads.
- Use the search bar to quickly find your contact(s).
- Search by name, email, or phone number.
- Click on the name of the contact.
- A slide out page appears.
- At the top of the page, click on the name of the contact.
- You are brought to a new lead details page.
- On the right side of the page, click the Chat icon.
- A pop-up box appears at the bottom of the page.
- Type your message and click the arrow button to send.
