Rep and telecaller · WhatsApp Web
Read a lead's activity and chat
You see who changed what on a lead, and read their saved chat on the dashboard. Use it to find out who moved a stage, or to read an old conversation.
Which plans have this: On every plan, including Free.
Steps
- 01
In WhatsApp Web, open a lead's panel and open the Activity section near the bottom.
It lists every stage change, field edit and message, with when and who.
- 02
On the dashboard, open Contacts and click the lead.
- 03
Conversation shows the WhatsApp chat saved for that lead.
- 04
Activity shows the same history as in WhatsApp Web.
Video coming soon
Questions, answered
Who changed this lead's stage?
In WhatsApp Web, open a lead's panel and open the Activity section near the bottom: it lists every stage change, field edit and message, with when and who. On the dashboard, open Contacts and click the lead; Activity shows the same history and Conversation shows the WhatsApp chat saved for that lead. Only chats with leads are saved.