Contacts & Leads
Manage Contacts And Leads
Wemblo helps you organize customer information and lead follow-up.
Every WhatsApp conversation can become a contact or lead in your CRM.
Contact information
A contact may include:
- Name
- WhatsApp number
- City
- Source
- Tags
- Notes
- Assigned agent
- Lead status
- Conversation history
Lead status
Recommended lead statuses:
| Status | Meaning |
|---|---|
| New | New inquiry received |
| Hot | Customer is ready or highly interested |
| Warm | Customer is interested but needs follow-up |
| Cold | Customer is not ready yet |
| Not Relevant | Inquiry is not suitable |
| Converted | Lead became a customer |
| Lost | Lead did not convert |
Tags
Tags help you group contacts.
Example tags:
- New Lead
- Hot Lead
- Follow Up
- VIP
- Payment Pending
- Complaint
- Course Inquiry
- Product Inquiry
- Bulk Order
- Visit Scheduled
Segments
Segments are contact groups used for campaigns and reporting.
Example segments:
- All course inquiries
- Hot laptop leads
- Customers from Lahore
- Leads who asked for pricing
- Customers with pending payment
Best practices
- Keep contact names clean.
- Use standard lead statuses.
- Add follow-up notes.
- Assign serious leads to responsible staff.
- Use tags before sending campaigns.