Work your leads in Contacts
You see every lead in one table and work them from there. Use it to sort, find who has gone quiet, and call from your computer.
Which plans have this: Contacts is on every plan, including Free. Call from your phone and WhatsApp on phone are on the Essentials and Intelligence plans. They need a work phone — the Syncdo Android app signed in on an Android phone. On Free, the buttons say why instead of calling.
Steps
- 01
Open Contacts.
Every lead is in one table.
- 02
Sort by Recent activity, Recently added, Recently modified, Name or Stage.
No contact 7d+ shows leads nobody has been in touch with for a week.
- 03
Columns shows, hides and reorders columns.
- 04
Click a lead to open it.
Every detail edits in place, Notes saves with Enter, and the arrows step to the next lead.
- 05
To call the lead, click Call from your phone, the phone icon in the lead header.
Your Android work phone places the call from its work SIM. WhatsApp on phone opens the chat on that phone.
Other ways to do this
- Find a lead with search (WhatsApp Web)
Questions, answered
How do I see all my leads in the dashboard?
Open Contacts to see every lead in one table. Sort by Recent activity, Recently added, Recently modified, Name or Stage; No contact 7d+ shows leads nobody has contacted for a week, and Columns shows, hides and reorders columns. Click a lead to edit its details in place and step through with the arrows. Call from your phone and WhatsApp on phone need the Android app on a work phone and the Essentials or Intelligence plan.
Can I choose which columns show in Contacts?
Yes, with Columns. Your choice is kept for you in this browser.
Why do I not see every lead in Contacts?
A rep sees only the leads assigned to them. An owner or admin can change this in Settings, then Users & Roles.
Why does "Call from your phone" say it cannot call?
It needs a work phone (the Syncdo Android app signed in on an Android phone) and the Essentials or Intelligence plan. On Free the button says why instead of calling. Until you sign in to the app, it says "Sign in to the Syncdo app on your work phone".