Lead

Customer record

Customer

Call

Pipeline

Business shown in your lists

Add a collaborator

They get a key to sign in here. Their account has its own WhatsApp, email and sending limits.

Give leads

Only leads nobody wrote to yet are given, oldest first. They keep their stage, fields and note.

New pipeline

It starts with the stages Qualified, Proposal, Negotiation, Won and Lost. Rename, add or remove them with Customise.

Import deals from a CSV

The first row names the stages, from left to right. Each cell under a stage is one deal in that stage. Comma, semicolon or tab between columns.

Put the deals in

Customise

Deal

Company

Workflow

When

Only if

Then