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Leads · Guide · 1 min read · WhatsApp Web

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.

Where your workspace uses the default stages and fields, you pick from those.

Syncdo inside WhatsApp Web: a lead's stage, follow-up and deal beside the chat
Video coming soon

Steps

  1. 1

    Open the customer's chat in WhatsApp Web.

    The Syncdo panel opens beside it.

  2. 2

    Pick a stage from the Lead Stage menu.

    It saves at once, and "saved ✓" confirms it.

  3. 3

    Click ✏ Edit Lead Details.

  4. 4

    Fill your own fields below the standard ones, and anything else in Add Note.

  5. 5

    Click Save Changes.

Progress is saved in this browser only.

Questions

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.

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