Lead Management

Leads help you track prospects from initial interest through to becoming a customer.

View Leads

1. Go to Leads from the sidebar
2. The leads list is displayed with current status

Lead Form

Create forms to capture leads automatically:

1. Go to Lead Form
2. Click Create Form
3. Configure:
   • Form name
   • Required fields (name, phone, email, etc.)
   • WhatsApp instance for auto-reply
   • Thank you message
4. Share the form link with prospects
5. New leads will come in automatically

Lead Rotator

Automatically distribute leads to team members:

1. Go to Lead Rotator
2. Enable rotation
3. Select the team members to include
4. New leads will be distributed in a round-robin fashion