WhatsApp CRM and leads: how to organize your funnel

What you'll learn: Which columns matter and how to interpret statuses and dates.

• Status indicates the stage of the service (New, Inactive, Waiting, In Process, Customer).
• Last Contact shows the last recorded interaction.
• Next Contact is your follow-up reminder (and it may be due).
• Observations help maintain context of the service.

What you'll learn: How to quickly find those who need action now.

• Filter by Status to focus on "New", "Waiting" and "In Process".
• Filter by Next contact: "Today" and "Overdue" to recover conversions.
• Use manual date filters to audit by period.
• Search for WhatsApp or words in the comments.

What you will learn: what the suggestions are and how to review them before applying.

• Suggestions can include status, observations and next contact.
• By default, review carefully: the AI suggests and you decide.
• With auto-approval enabled in training, changes can be applied automatically.
• Use this to standardize service and not let follow-ups expire.

What you will learn: How to track the history of changes made manually or by AI.

• Open the "Logs" tab to see the complete history of changes.
• Use the filters to find a specific lead, event, or date range.
• Check the AI reason for each change to audit the process.