CC Global CRM
Log in
Pricing Docs Contact Log in
Leads · Full attention and chat

How to handle leads from administration: statuses, card, WhatsApp and chat rooms

Manage the complete lead cycle from the list to the conversation, status change, and internal coordination.

18 min

  1. Step 1

    Review the list and indicators

    Open Leads, use the status, logistics, product, operator, and date filters, and review the indicators before opening a record.

    Review the list and indicators
  2. Step 2

    Understand statuses and reasons

    Check Statuses and Status Reasons. Apply the status that represents the real situation and log a specific reason when appropriate.

    Understand statuses and reasons
  3. Step 3

    Open and review the lead card

    Go to the individual view and check Main data, Extra data, Timeline, and Calls before modifying the record.

    Open and review the lead card
  4. Step 4

    Handle from the WhatsApp tab

    Open the WhatsApp tab of the card to view the associated conversation and respond from the correct context of the lead.

    Handle from the WhatsApp tab
  5. Step 5

    Coordinate work in chat rooms

    Use Chat Rooms to separate coordination by team, campaign, or incident without copying unnecessary sensitive data.

    Coordinate work in chat rooms
  6. Step 6

    Create and maintain a room

    Create the room with a clear name, select authorized participants, and regularly check that access remains necessary.

    Create and maintain a room
  7. Step 7

    Room events

    Choose which CRM events to publish in this room. When one occurs, the message will reach the room chat and the notification campaign of all its members. Mark the events that interest you (e.g., pause, lunch, closed sale). Save the room. Subscriptions remain active until you change them. When the event occurs (an operator goes on pause, a sale is closed, etc.), a message is automatically published in this room and a notification to its members.

    Room events
  8. Step 8

    Room events

    How it works: • Mark the events that interest you (e.g., pause, lunch, closed sale). • Save the room. Subscriptions remain active until you change them. • When the event occurs (an operator goes on pause, a sale is closed, etc.), a message is automatically published in this room and a notification to its members

    Room events

Use test data for training. Do not share phone numbers, addresses, conversations, or customer medical or commercial information.