Adding and organising leads

Two of the four routes below happen in the Syncdo panel inside WhatsApp Web, so you need the extension installed and connected first. If you have not done that yet, start with installing and connecting Syncdo.

The other two happen in the dashboard at app.syncdo.co. You sign in there with the same email address you connected the extension with.

This is the one you will use most. Open a conversation in WhatsApp Web and the Syncdo panel shows you that contact. If they are not a lead yet, add them from the panel. Syncdo attaches their number, the name WhatsApp has for them, and the conversation.

Once a chat is a lead, opening it again shows their stage, their fields and their history without you leaving WhatsApp.

The panel has a button for recent chats that are not yet in your CRM. Its tooltip reads:

Unsaved chats — recent chats not yet in your CRM

This is the quickest way to work through a backlog. Everyone who has messaged you recently and is not a lead appears in one list, so you can add them one at a time without hunting through your chat list. It is a view over chats you already have, so leaving it does not lose anything.

Use this for contacts who did not come through WhatsApp, like someone who called you or gave you a card at an event. Open the dashboard and use Add Lead. A phone number is required. Everything else can wait.

One thing this form does quietly for you: it only sends a stage if you deliberately pick one. If you leave it alone, a lead you already had keeps the stage it already has.

Use this if you are moving from a spreadsheet. The importer runs in two steps and does not expect your column names to match Syncdo’s.

1. 1Upload your file. Syncdo tells you how many rows and columns it found.
2. 2Match your columns to Syncdo fields. It guesses from your headers, so a column called Mobile, WhatsApp or Contact Number is offered as Phone. Correct anything it got wrong, and ignore any column you do not want.
3. 3Check the preview and import. Rows that repeat the same number inside your file are collapsed before anything is sent.

Phone is the only column you have to map. You can also map name, lead stage, deal stage, company, city, state, email, and any custom fields you have set up.

This is the question we get asked most, and the answer is reassuring. Adding a number you already have updates the record you already have. It does not create a second one and it does not replace the first.

• Messages, notes, tags, assignment and the original created date all stay.
• Custom fields merge. New values are added and anything you did not touch stays as it was.
• The stage is not reset unless you deliberately picked one.

There is one case where Syncdo refuses instead. If the number already belongs to someone else in your workspace, you will see:

That phone number is already a lead in this workspace, assigned to someone else. Ask them to reassign it to you.

Syncdo will not move a colleague’s lead to you on its own. Nothing about that lead’s content is shown to you either. Someone with permission to reassign leads can hand it over.

Three things organise your leads once they are in. All three work on every plan, including free.

• Lead stages are your pipeline, in your own words. Edit the list in Settings so it matches how you sell. Renaming a stage moves the leads that were on it, so nothing is left behind.
• Custom fields are the things your business needs that a generic CRM does not have. Set them up once and they appear on every lead, in the panel and the dashboard, and you can map them when you import a CSV.
• Assignment decides who a lead belongs to, who sees it and who is responsible for it. It is why the refusal above exists.

Deal stages are a separate thing and easy to confuse with lead stages. Lead stages track the person. Deal stages track a specific piece of business with them. Deals need Essentials or above.