Skip to content
syncdo

Course 3 of 7

Rep

For the people who talk to customers every day. Add and find leads, send the right message, keep every follow-up, track deals and log your calls: in WhatsApp Web, on the dashboard and on your Android phone.

6 chapters · 34 lessons · 34 min

Start the course

Your progress is saved in this browser only. No account needed.

What’s in this course

Take the lessons in order, or open the one you need. Each is one task, with the steps written out.

Leads

8 lessons · 8 min
  1. 1Add a lead from a chatYou turn someone's chat into a lead in a few seconds.
  2. 2Add unsaved chats as leadsYou turn recent chats into leads, or set them aside.
  3. 3Update a lead: stage, fields and a noteYou keep a lead's record current, beside their chat.
  4. 4Find a lead with searchYou find any lead by part of a name or a phone number.
  5. 5Filter your leads and save the filterYou narrow your leads to the ones you need.
  6. 6Use your saved filtersYou open a ready-made list in one click.
  7. 7Read a lead's activity and chatYou see who changed what on a lead, and read their saved chat on the dashboard.
  8. 8Mark a lead Lost with a reasonYou close a lead as lost and record why.

Messaging

7 lessons · 7 min
  1. 9Find your templates fastYou reach the template you need in a few seconds and send it.
  2. 10Send a brochure, price list and photos in one templateYou attach files to a template, so one click sends them all.
  3. 11Send one message to a filtered listYou send one message to many leads from your own number.
  4. 12Write safer bulk messages with spintaxYou give each person a slightly different message, so a bulk send does not read like a copy.
  5. 13Schedule a sendYou set a message to go out later, at the date and time you pick.
  6. 14See and cancel scheduled sendsYou check what is waiting to send and stop it if you need to.
  7. 15Keep your work groups one click awayYou mark your work groups as business groups and open them from one list.

Follow-ups

4 lessons · 4 min
  1. 16Set a reminderYou set a follow-up so the right lead comes back to you on time.
  2. 17Close and reopen remindersYou mark reminders done, change them, and bring one back if you closed it by mistake.
  3. 18Catch up from the notifications bellYou see what is due and clear it without opening each chat.
  4. 19See who's waiting on your replyYou find every customer who wrote last, and answer them.

Deals

3 lessons · 3 min
  1. 20Track a deal on a leadYou record a deal on a lead and close it when it ends.
  2. 21Create a deal and mark it WonYou create a deal, follow it on the board, and close it as won.
  3. 22Close a deal as lostYou close a deal that fell through, with the reason, and start the next one.

Calls on Android

5 lessons · 5 min
  1. 23Call through your list with the Rapid DialerThe Rapid Dialer lets you call one lead, then move to the next lead without going back to the list.
  2. 24Know who is calling, and log the callYou see who is calling before you answer, and log the call in a few taps.
  3. 25Get reminders on your phoneYou get a notification when a follow-up is due, and open the lead from it.
  4. 26Check today's calls on your phoneYou see every call made today, and the talk time, in one list.
  5. 27Add a caller as a leadYou turn a caller who is not a lead yet into a lead, right after the call.

Dashboard

7 lessons · 7 min
  1. 28Call a lead from the dashboard and log how it wentYou start a call from your computer, and your Android work phone places it.
  2. 29Work your leads in ContactsYou see every lead in one table and work them from there.
  3. 30Slice your leads in PipelineYou combine lead stages and deal stages to find exactly who you need.
  4. 31Read your deals boardYou see every open deal by stage, and move deals forward.
  5. 32Work your reminders on the dashboardYou see every reminder across the team and close them from one place.
  6. 33Use Syncdo on your iPhoneYou put Syncdo on your iPhone home screen and get your reminders there.
  7. 34Add a lead from another countryYou add a lead whose number has a different country code, and Syncdo reads it correctly.

After this course

AI

Draft replies, read a chat at a glance and teach the AI about your business.

See the next course All courses