Steps
- Open Leads (CRM) from the main menu, or Leads in the Leads menu. Every lead is listed, newest first.
- Narrow the list with the tabs All, New, Contacted, Qualified, Won and Lost, the search box, and From anywhere and Anyone's.
- Each row shows the phone, Came from with how they reached you, the stage, the owner, the Next follow-up (red when overdue) and the day it arrived.
- Tap the phone or WhatsApp button to reach them, or tap the row to open the lead.
Good to know
The Follow-ups button shows how many calls are due. Dashboard in the Leads menu has the numbers and charts.
A WhatsApp lead that shows WhatsApp group chat or Number hidden by WhatsApp has no phone number. The digits in its name are the end of WhatsApp's own id, not a phone number.