Update a lead: stage, fields and a note
You keep a lead's record current, beside their chat. Use it after each conversation, so the next person knows where things stand.
Which plans have this: On every plan, including Free. Free uses the default stages and fields. Your own stages and fields need Essentials or Intelligence.
Steps
- 01
Open the customer's chat in WhatsApp Web.
The Syncdo panel opens beside it.
- 02
Pick a stage from the Lead Stage menu.
It saves at once, and "saved ✓" confirms it.
- 03
Click ✏ Edit Lead Details.
- 04
Fill your own fields below the standard ones, and anything else in Add Note.
- 05
Click Save Changes.
Questions, answered
How do I change a lead's stage?
Open the customer's chat in WhatsApp Web; the Syncdo panel opens beside it. Pick a stage from the Lead Stage menu and it saves at once. For anything else click Edit Lead Details, fill in your fields, write a note in Add Note and click Save Changes.
Is there a Save button for the stage?
No. The stage saves as soon as you pick it, and "saved ✓" shows beside the label.
Moving a lead to Lost asks me for a reason. Where do the reasons come from?
From the list in Settings, then Lost Reasons, which an owner or admin sets.