How Lead Chat Works
Each lead has a built-in chat for communication between the sender and recipient. The chat is located below the information tabs in the lead card. Messages are delivered in real time.
Chat Interface
Message List
Messages are displayed in chronological order. Your own messages are aligned to the right, and the other person's messages are aligned to the left. Each message includes the text, author name, and send time.
Sending Messages
| Action | Keyboard shortcut |
|---|---|
| Send message | Enter |
| New line | Ctrl + Enter |
The input field is located at the bottom of the chat window. A message is sent by pressing Enter or the "Send" button.
Notifications
When a new message is received in a lead chat:
- An unread message count badge appears on the lead card on the board
- If the chat is closed, the lead is highlighted to draw attention
- The badge disappears after opening the chat and reading the messages
Messages in the lead chat are visible only to the lead's sender and recipient. Other platform users do not have access to this conversation.
History Tab
In addition to the chat, the lead card has a "History" tab with an action log. All actions on the lead are recorded here:
- Stage change (e.g., "New" -> "In Progress")
- Contact detail edits
- Linked property change
- Deadline set or modified
- Deal finalization
- Approval status change
Each entry includes: action type, author, date and time, previous and new value.
Real-Time Connection
The chat works via standard server requests. This provides:
- Message delivery without page reload
- Automatic message list updates
With an unstable internet connection, messages may be delivered with a delay. The system will automatically restore the connection and deliver all messages.
Related Sections
- Lead Management — creating and lead types
- Sales Pipeline — visual board
- Messenger Overview — the platform's main messenger