Lead management

Lead Management turns conversations into a pipeline. Each lead is a card on a Kanban board; each column is a stage in your sales process. Drag a card to move a lead forward.

Open it at Lead Management in the sidebar.

Boards, stages, and leads

A board represents one pipeline — sales, onboarding, support escalations.
A stage is a column: New, Contacted, Qualified, Won, Lost.
A lead is a card, linked to a contact and to their conversation history.

Open a card to see the customer's details, their WhatsApp conversation, notes your team has added, and the tags applied to them.

Where leads come from

A customer messages your WhatsApp number for the first time.
A quick reply button tap marks them as interested.
An AI agent qualifies them during a chat.
A flow creates the lead when a condition is met.
You add one manually.

Working the board

Drag a card between stages as the deal progresses.
Assign a lead to a team member.
Add notes for context the next person will need.
Tag the contact — tags feed broadcast filters, so a Qualified tag becomes a targetable audience.
Message the customer directly from the lead card.

Tying it back to WhatsApp

The value of the board is that it sits next to the conversation. A lead stuck in Contacted for two weeks is a candidate for a re-engagement broadcast — filter on the tag, send an approved template, and move the ones who reply.