How to call, WhatsApp or note a lead
Last updated: 2 Nov 2026
Each lead has Call, WhatsApp and Email buttons and a history of what happened. Using them keeps your record up to date.
Steps
- Open /leads and click a lead.
- Click Call or WhatsApp if the buyer gave a mobile number, or Email if they gave an email.
- Contacting an Open lead moves it to Contacted.
- Write what was said in Note and save it.
- Read the history at the bottom to see every message and action.
Common mistakes
- Calling from another phone without adding a note.
- Sharing buyer details with other businesses.