CRM – Manage Your Leads on WappCloud

The CRM feature in WappCloud helps you manage and track leads throughout your sales process. It provides a clear view of every lead, from the first interaction to final conversion, ensuring nothing is missed.

Leads generated from Instagram, Facebook, and YouTube ads are automatically captured and added to the CRM. Each lead appears as a card and is placed into stages that represent different steps in your sales workflow. You can move leads between stages as they progress, track lead status, add notes, set priorities, and schedule follow-ups. This helps you stay organized, communicate on time, and improve lead conversion.

Creating Stages in CRM

Stages help you organize and track leads based on where they are in your sales process. Each stage represents a specific step, such as a new lead, follow-up, product discussion, or conversion. Creating the right stages helps you clearly understand lead progress and take timely action.

Steps to Create a New Stage

1. Go to the CRM section from the dashboard.

2. In the lead pipeline view, click Create New Stage in the top-right corner.
3. A popup window will appear.
4. Enter the Stage Name (for example: New Leads, Follow-Up, Demo, Converted).
5. Click Create to save the stage.

Note: The newly created stage will be added to the end of the pipeline.

Deleting a Stage

1. Click the three dots (⋮) next to the stage name.
2. Select Delete Stage.
3. Confirm the action when prompted.

Note: Deleting a stage will remove it from the pipeline. Make sure all leads are moved to another stage before deleting.

Broadcast Configuration

The Broadcast Configuration feature in WappCloud CRM allows you to send automated messages to leads in specific stages. This helps you follow up, nurture leads, and share updates without sending messages manually.

Broadcasts are sent based on the stage, timing, and template you configure.

Broadcast Configuration – Step-by-Step

1. Go to the CRM section from the dashboard.
2. Click Broadcast Configuration in the top-right corner.

3. Select the Stage you want to send the broadcast to.
4. Choose the interval days limit (1 day, 2 days, or 3 days).
5. Select how many times the broadcast should be sent (1 to 5 times).
6. Choose the Template Category (Marketing or Utility).
7. Select the Template Name from the dropdown list.
8. Preview the message content.
9. Replace the image if required.
10. Click Create to save the broadcast.

Note: A success message will confirm that the broadcast has been created.

Managing Leads

1. Add Notes – Step-by-Step

Notes help you record important information about each lead.

1. In the CRM section, hover over or click the lead card you want to add notes to.
2. Click the Details icon (document icon).
3. In the Notes section, enter details such as:
   • Customer requirements and preferences
   • Details discussed during calls or follow-ups
   • Internal remarks for team reference
4. Click Add to save the note.

Note: The note will be visible in the lead’s activity history.

2. Set Lead Priority – Step-by-Step

Priority helps you focus on the most important leads first.

1. In the CRM section, hover over or click the lead card.
2. Click the Priority icon (badge icon).
3. Select the priority level: High, Medium, or Low.
4. Click Assign to set the priority.

Note: The lead’s priority will be visible in the pipeline for quick identification.

3. Set Follow-Up Reminders – Step-by-Step

Follow-up reminders ensure timely communication with leads.

1. In the CRM section, hover over or click the lead card.
2. Click the Follow-Up (calendar) icon.
3. Select the date and time for the follow-up.
4. Click Save to set the reminder.

Note: You will be notified at the scheduled date and time.
All follow-up dates can be viewed by clicking the calendar icon in the top-right corner of the CRM section.