Help Center βΊ Leads
Leads
The pipeline, lead heat, callbacks and export.
The lead pipelineThe assistant opens a lead as soon as it is clear what the customer needs β even with partial details β and updates it as the conversation pβ¦
LeadsThe lead heat meterHeat is a score recalculated on every message, so you know whom to call first. Signal Points The customer marked as paid 9 β "Paid" The leadβ¦
LeadsCallbacks: from a WhatsApp request to a real phone call"Call me tomorrow at 10" β the assistant recognises the request, parses the time and records it on the lead. When the time comes, the systemβ¦
LeadsExporting leads to CSVOn the Leads page click "Export CSV" β the file contains whatever is currently filtered (stage, heat, source, assignee, date range). It openβ¦
LeadsSaved views: filter once, come back with one clickOn the Leads page you can combine a view (kanban/table), stage, heat, source, owner, date range and sort order β and every combination is reβ¦
Leads