Add a lead from a chat
You turn someone's chat into a lead in a few seconds. Use it when a new customer messages you and you want them in your list.
Which plans have this: On every plan, including Free. Free holds up to 100 leads. Your own fields are on the Essentials and Intelligence plans.
Steps
- 01
Open the chat and click ➕ Add as Lead in the lead panel.
- 02
Their number is filled in.
Type their name, and anything else you know: company, email, city.
- 03
Leave Lead Stage on your first stage, or change it.
Fill your own fields below it, if your workspace has them.
- 04
Click Save Lead.
- 05
To bring in the messages you already exchanged, click 📥 Import History, or Skip.
Other ways to do this
- Add a lead from another country (Dashboard)
- Import your leads from a CSV or Excel file (Dashboard)
- Add a caller as a lead (Android app)
Questions, answered
How do I add a lead from a WhatsApp chat?
Open the chat and click Add as Lead in the lead panel. Their number is filled in; type their name and anything else you know, leave Lead Stage on your first stage or change it, and click Save Lead. To bring in earlier messages, click Import History (or skip it).
What if the number is already a lead?
Syncdo checks first. An "Already a lead" panel appears, and nothing is saved until you choose Update it with these details, Open the existing lead or Cancel. Messages, notes, assignment and the created date always stay.
Does opening a chat make it a lead?
No. A chat becomes a lead only when you add it. Group chats are never picked up.
How many leads can I have on the Free plan?
Free holds up to 100 leads. At the limit you cannot add new leads, but nothing you already have is deleted. Essentials and Intelligence have no limit.