Skip to content
syncdo

Rep

0 of 34 done

Leads · Guide · 1 min read · WhatsApp Web

Find a lead with search

You find any lead by part of a name or a phone number. Use it when a customer writes and you want their record in a second.

Video coming soon

Steps

  1. 1

    Click the magnifier at the left of the Syncdo bar.

  2. 2

    Type part of a name or a phone number.

  3. 3

    Click a lead in the list on the left to open the chat.

    The top of the list says how many match.

  4. 4

    Click the × to clear the search.

  5. 5

    Click ✕ All chats to go back to WhatsApp's chat list.

Progress is saved in this browser only.

Questions

How do I search for a lead?

Click the magnifier at the left of the Syncdo bar and type part of a name or a phone number. Click a lead in the list to open the chat; the top says how many match. Click the × to clear the search. It searches names and numbers, not the words inside messages.

Related lessons

PreviousNext