The panel's core sections
Customers
One case per person: the conversation, forms, media, notes and timeline in one place. The list shows each customer's stage, tags, source and last activity.
Until then, the written guide is right here: the same text the app's Guide button shows.
When you need it
When you want a customer's history, need to find someone, or want to organise follow-ups.
Step by step
- 1
Search by name, username (previous names too), city, tag or case number. Filter to Mine, Overdue task, one source or one teammate.
- 2
Click a customer to open their case: Overview, Conversation, Forms, Notes and Timeline.
- 3
The overview shows the lead score and why, and the Next step:; Make it a task turns it into a task with a due time.
- 4
Switch between List and Board; keep any filtered view with Save this view and take it out with Export to Excel.
- 5
In Follow-up settings choose who gets a new customer (In turn among the team or you), whether a call task is made after every form, and whether alerts also go to Telegram.
Common mistakes
- Simulator and test cases are hidden; to see them, tick Show test cases.
- If one customer has two cases (Instagram once, WhatsApp once), merge them from the case so the history is in one place.