Add a caller as a lead
You turn a caller who is not a lead yet into a lead, right after the call. Use it for new enquiries that phone you before they message.
Which plans have this: Add as lead works on every plan, on Android phones with the Syncdo app. A new lead counts toward the workspace's contact limit (100 on Free).
Steps
- 01
In the Syncdo app, open the menu, tap Phone settings, then the phone setup screen for battery and work phone.
- 02
Turn on the add-as-lead option for numbers that are not leads yet.
You can limit it to numbers outside your contacts.
- 03
After a call with such a number, tap Add as lead on the card.
Type a name if you have one and tap Add.
- 04
The lead is added, and the call you just had is logged on it.
Other ways to do this
- Add a lead from a chat (WhatsApp Web)
- Add unsaved chats as leads (WhatsApp Web)
- Add a lead from another country (Dashboard)
- Import your leads from a CSV or Excel file (Dashboard)
Questions, answered
How do I save a caller as a lead?
In the app, open the menu, tap Phone settings, then Phone setup — battery and work phone, and turn on Add as lead after the call (you can limit it to numbers that are not in your contacts). After a call with a number that is not a lead, tap Add as lead on the card, type a name if you have one and tap Add. The lead is added and the call you took is logged on it. It works on every plan, on Android phones.
Is "Add as lead" after a call on by default?
No. It is off until you turn it on in Phone settings.
Does a lead added from a call count toward my limit?
Yes. Free holds up to 100 leads. At the limit you cannot add new leads, but nothing you already have is deleted.