Skip to content
syncdo

Rep

0 of 34 done

Leads · Guide · 1 min read · WhatsApp Web

Add unsaved chats as leads

You turn recent chats into leads, or set them aside. Use it to work through a backlog of people who messaged you but are not in your list yet.

If your workspace reaches its lead limit, Syncdo says so and adds no more leads; nothing you already have is deleted.

Video coming soon

Steps

  1. 1

    Click the Unsaved chats icon, the speech bubble with a plus, in the Syncdo bar.

  2. 2

    Choose how far back to look: 1d, 3d or 7d.

  3. 3

    Click a name to open and read that chat.

    The list stays beside it.

  4. 4

    Click Add to make them a lead in your first stage.

    Click Not a lead to keep them out of this list.

  5. 5

    When you see "Nothing unsaved — you're on top of it.", every recent chat is handled.

Progress is saved in this browser only.

Questions

How do I add chats I never saved as leads?

Click the unsaved chats icon (the speech bubble with a plus) in the Syncdo bar and choose how far back to look: 1d, 3d or 7d. Click a name to read that chat, then click Add to make them a lead, or Not a lead so they do not come back. The list says "Nothing unsaved" when every recent chat is handled.

Does Syncdo add my unsaved chats by itself?

No. Nothing is stored about a chat until you add it as a lead.

Why is someone missing from the unsaved chats list?

Official and API business accounts are left out. Group chats are never listed here; use Business groups for those.

Related lessons

PreviousNext