CRM & Leads

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This CRM is stored in this browser and backed up inside your own WhatsApp "message yourself" chat (end-to-end encrypted by WhatsApp). Any other browser logged in to the same number picks it up from there. Please do not delete those backup messages.

Call transcript

Lead

Custom columns

Statuses are managed on the Bot setup page (Customer Lifecycle Status Tags). Here you add extra columns, one per line: Name for free text, or Name: option 1, option 2 for a dropdown. The bot fills them in from conversations.