Managing Leads

The Prospect page is a list of all prospective customers coming in from WhatsApp chats or the website widget. The sales team uses it to see who needs follow-up today.

What it does

Leads are recorded automatically when a chat comes in. Each row shows:

• Lead: name and number.
• Stage: position in the pipeline.
• Class · Data: lead class A / B / C and the number of qualification points (e.g. 4/5).
• Agent, Source, Next step (with date; red if overdue, "Today" if due), and CRM.
• Extra data columns you choose via the Columns button (e.g. ordered product, event date).

Filters at the top: a search field (name, PIC, number, CRM ID), All agents (including "Mine" and Unassigned), All classes, All sources, the Follow-up due button, and sorting (e.g. Last updated). Below are stage chips such as All stages, Being Served, or Awaiting DP, complete with counts.

Benefits

• One view of the entire sales pipeline.
• Leads overdue for follow-up are immediately visible.
• Bulk actions save time when handling many leads.
• Data can be exported for reports.

Steps

1. Open Prospect. Click the Prospect icon in the left menu.
2. Filter the list. Choose an agent, class, source, or click a stage chip. Click Follow-up due for leads that need to be contacted. Reset filters returns everything.
3. Set the columns. Click Columns to show or hide data columns. Column settings apply to the whole team and only admins can change them.
4. Open details. Click a row to open the lead's conversation and profile.
5. Add a lead manually. Click Add lead, fill in Name, Phone number (WhatsApp), stage, source, and other data (for example for walk-in customers), then Save.
6. Bulk actions. Tick several rows. In the top bar choose Assign agent (or Remove assignment), Change stage, Tag, or Send to CRM. Moving to a failed stage asks for a reason. Click Deselect to clear the selection.
7. Export. Click Export CSV (available if your role allows it).

Tips

Next

• Lead class and qualification
• Pipeline and stages
• Contacts and import