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> Use this file to discover available pages before exploring further.
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# Start a chat from Lead/Contact page

Add the "Chat on WhatsApp" action button to your Contact and Lead pages in Salesforce to quickly start a conversation with any contact. This lets you jump straight into WhatsApp without needing to copy numbers or switch tabs.

### Adding Chat on WhatsApp button on Lead page

1. Click the **Gear icon** on top right.
2. Choose **Setup**.
3. In the top search bar, type "Object Manager" and open it.

![](https://storage.crisp.chat/users/helpdesk/website/-/a/7/7/6/a776868fb0318800/3_flp0jy.png =480x403)

4. Find and click on **Lead**.

![](https://storage.crisp.chat/users/helpdesk/website/-/a/7/7/6/a776868fb0318800/4_g30qfa.png =980x292)

5. In the left menu, click "Page Layouts" and choose the layout you want to edit (e.g., Lead Layout).

![](https://storage.crisp.chat/users/helpdesk/website/-/a/7/7/6/a776868fb0318800/5_11z2b38.png =980x970)

6. In the layout editor, at the top, click the "Mobile & Lightning Actions" section.
7. Drag it to the **Salesforce Mobile and Lightning Experience Actions** area on the layout.
8. Click Save (top left)
**Tip:** If you don’t see the section, you may need to click the wrench icon 🔧 to enable it.

![](https://storage.crisp.chat/users/helpdesk/website/-/a/7/7/6/a776868fb0318800/8_tokzvj.png =980x296)
![](https://storage.crisp.chat/users/helpdesk/website/-/a/7/7/6/a776868fb0318800/8a_7b05ea.png =877x670)
9. Go back to the Lead page. You’ll see the "Chat on WhatsApp" button at the top right.

![](https://storage.crisp.chat/users/helpdesk/website/-/a/7/7/6/a776868fb0318800/9_4ca7f9.png =980x138)

### Adding Chat on WhatsApp button on Contact page

1. Click the **Gear icon** on top right.
2. Choose **Setup**.
3. In the top search bar, type "Object Manager" and open it.

![](https://storage.crisp.chat/users/helpdesk/website/-/a/7/7/6/a776868fb0318800/3_v84yhf.png =535x450)
4. Find and click on **Contact**.

![](https://storage.crisp.chat/users/helpdesk/website/-/a/7/7/6/a776868fb0318800/4_1ohiw21.png =980x243)

5. In the left menu, click "Page Layouts" and choose the layout you want to edit (e.g., Contact Layout).

![](https://storage.crisp.chat/users/helpdesk/website/-/a/7/7/6/a776868fb0318800/5_1imoam3.png =950x867)
6. In the layout editor, at the top, click the "Mobile & Lightning Actions" section.
7. Drag it to the **Salesforce Mobile and Lightning Experience Actions** area on the layout.
8. Click Save (top left)
9. Tip: If you don’t see the section, you may need to click the wrench icon 🔧 to enable it.

![](https://storage.crisp.chat/users/helpdesk/website/-/a/7/7/6/a776868fb0318800/8_vgqk30.png =980x273)
![](https://storage.crisp.chat/users/helpdesk/website/-/a/7/7/6/a776868fb0318800/8a_o6m02d.png =980x1015)

9. Go back to the Contact page. You’ll see the "Chat on WhatsApp" button at the top right.

![](https://storage.crisp.chat/users/helpdesk/website/-/a/7/7/6/a776868fb0318800/9_hbv3n2.png =980x122)
We hope this document helps you better understand how Cooby works. For any concerns or questions regarding your Salesforce integration, kindly email us at [support@cooby.co](mailto:support@cooby.co) 💜