1. Extension installed and enabled for Telegram

This feature requires our extension to be installed and enabled, and your platform login to be active. Make sure the feature is turned on in the extension settings for this social platform.

2. Telegram Chats Page

On the Telegram Chats page, when you select a conversation with an imported lead, all the details will appear in an overlay lead card.

3. Lead Card

On the lead card, you can view and edit all relevant information about the lead, including priority, status, follow-up date, notes, and more.

4. Lead Details

By clicking on the lead’s name or the edit icon at the top of the lead card, you can open the lead details. In the lead details window, you’ll find all the information you've imported or added, organized into sections: Basic Information, Contact Info, Links, Company, Other, Custom Fields, and Notes.

5. Message Templates

You can use the lead card to quickly access message templates assigned to the current lead stage, paste them into the chat editor, and send the message.

6. Update lead's stage

After sending the message, you may want to update the lead’s stage to the next step in your flow. You can do this directly on the lead card, using the pipeline stage dropdown.

This guide covered the steps required to How to Use Telegram Messages Overlay in Telegram.