Steps
- Open a lead from Leads. At the top are Call, WhatsApp, Convert to customer and Edit.
- Tap a stage on the bar under the name. A box asks how you talked, what was discussed and the Next follow-up (all optional), then moves the lead.
- Tap the stage it is already on to save just an update. Edit stages beside the pipeline name renames or adds stages. Move to pipeline puts it on another board.
- Under Conversation, read the chat and type a reply. Draft reply has AI write one; once you type, it becomes Improve with AI and corrects your words. Facebook and Instagram leads get their own chat tab.
- Use Log call / meeting / note to write down what happened, with a date and time for calls and meetings. Everything shows under Activity.
- Add Tags, set a Key date in Details (a function, a visit, a renewal), and use Score with AI or Suggest next step (AI) when you are unsure what to do.
Good to know
Summarize turns a long WhatsApp thread into a few lines.
A lead with no phone number, such as a WhatsApp group, cannot be called or messaged from here.
Logging a call, meeting or note on a New lead moves it to Contacted, the same as tapping the stage, so automations for Contacted start too.