Managing leads and the pipeline - tabs, the lead card, follow-ups and WhatsApp

Every lead of the business lands on two screens in the sales department: All Leads, a list with tabs and filters, and Pipeline, a board where each stage is a column. From any lead you can call, send WhatsApp, schedule a follow-up and convert it to a customer.

Organize all leads in tabs

On the All Leads page the first tab is All leads. Click New tab to create a New filter tab - by product or service, source or status. The tabs' settings button opens Manage tabs and tags, where Add a tab adds a tab for an existing product, a new product or a Meta campaign (a campaign tab needs a connected Facebook Page). Right-click a tab to rename it, change its colour, edit or delete it.

Filter and search

Above the list you have search by name or phone, filters by status, by source and by Assigned to (when the business has a team), and sorting newest or oldest first. Leads converted to customers are hidden from the list, and Show converted brings them back.

Lead sources are managed from the settings button next to the filters, under Lead sources: six built-in sources, plus your own with a name, icon and colour.

Move leads on the pipeline board

On the Pipeline page drag a card from stage to stage, or change the stage from the card's menu. The built-in stages are New, To Contact, Contacted, Qualified, Proposal, Follow-up, Won and Lost (a new business shows six of them). A card is marked Hot when the lead is hot, and Stuck with a number of days when nobody touched it for longer than the stage's response time. Every card has call, WhatsApp and follow-up buttons, and clicking it opens a quick view with Full record. The pipeline board and the lead card work on a computer.

Build your own pipelines and stages

Click Manage pipelines. There you create a New pipeline (or a pipeline for a specific product), give it a name and colour, add stages with Add stage, drag to reorder them and set each stage's Response time (hours). Once you have several pipelines, switch between them at the top of the pipeline board.

Work in the lead card

The lead card brings it all together: editable details, status and assignee, a quality rating, Open tasks, Add a note (with quick logging of a call, message, email or follow-up) and the Activity timeline. In the AI analysis area click Analyze lead or Create follow-up sequence, and there is also a Sales script and Objection analysis. A closed lead can be brought back with Return to pipeline.

Schedule a follow-up with a reminder

Click Schedule follow-up in the list or on a board card (in the lead card: log a follow-up from Add a note). Pick a date and time, write a note and choose Assigned to - by default that is you. At the set time the assignee gets a reminder in the bell, and also on WhatsApp from the business's number when it is connected (see Connecting WhatsApp to your business). Without a connection, the reminder goes by email.

Send WhatsApp with ready templates

On the lead card or a board card click the WhatsApp button: Send a message now sends from inside the system, and Open WhatsApp opens the app on your side. The send window has Pick a ready template with five templates (First contact, Follow-up, Missed call, After a proposal, Book a meeting), and Manage templates lets you create and edit your own, with the lead's name and the business name as variables.