Leads Inbox
Every enquiry in one place
Portal form submissions, WhatsApp clicks, API inbound messages, and manual logs — all land here as structured leads with full contact details.
Lead Sources
| Source | How it gets created | Type |
|---|---|---|
| Web Form | Buyer submits inquiry form on your portal | Auto |
| WhatsApp Click | Buyer taps any WA button on your portal | Auto |
| WhatsApp API | Buyer sends a WhatsApp message (Meta Cloud API) | Auto |
| Manual Log | You log a call or WA conversation from the dashboard | Manual |
| IndiaMART / Trade portals | Log manually after receiving a buyer enquiry | Manual |
Lead Statuses
- New — just came in, not yet contacted
- Contacted — you've responded via WA, call, or email
- Qualified — requirement confirmed, quantity and timeline established
- Converted — PO received or deal closed
- Lost — not interested or went to a competitor
Logging a WhatsApp Lead
- Click + Log Lead in the top right of the Leads page
- Enter name, WhatsApp number, company, product interest, and any notes from the conversation
- Submit — creates a contact + lead (source: WhatsApp, status: New)
Lead Detail Panel
Click any lead row to open the detail panel on the right:
- Full contact info — name, phone, email, company
- WhatsApp quick-launch link (opens chat)
- Status picker — one-click stage changes
- Product interest and lead notes
- Move to CRM — creates a linked deal in the pipeline
Best practice: Process your Leads inbox daily. Respond within 2 hours — conversion rate drops sharply after 4 hours. Move qualified leads to CRM immediately so nothing gets lost.