Operator · Full lead attention

How to locate and attend to a lead from its card

Learn how to search for a lead, review its data, check the history, and work with calls and WhatsApp from a single view.

8 min

1. Step 1

   Search for the assigned lead

   Use global search by ID, name, or phone. Verify the resulting row and open the card with the actions button.

   
2. Step 2

   Review and update main data

   Check name, phone, status, reason, callback, operator, products, and estimated total. Complete payment, messaging, and address when applicable.

   
3. Step 3

   Check additional data

   Extra data summarizes the origin, relationships, activity, sales, logistics, confirmation, and technical information of the lead. Use it to understand the context before contacting.

   
4. Step 4

   Read change history

   Timeline shows openings, reassignments, sessions, and changes made. Check the date and user to reconstruct previous work on the lead.

   
5. Step 5

   Check calls

   The Calls tab gathers calls associated with the lead. When there are no records yet, the panel clearly indicates this.

   
6. Step 6

   Manage WhatsApp from the card

   WhatsApp allows you to read the conversation, search messages, respond, attach files, use audio, and mark the conversation as resolved without leaving the lead.