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Sales
Leads

Leads

WhatsApp conversations tracked as leads through a pipeline with these Stage labels: New → Contacted → Interested → With a closer, or Won/Not interested. A lead's detail page also shows a timeline of when it was Answered, Interested, and Handed to a closer. Each lead carries a Source, Rep, Interest and Status, plus how long it's been Waiting. A Rep leaderboard ranks reps by response and conversion.

In your dashboard: Sales › LeadsOpen Leads in the dashboard

On this page

Status
Common tasks
Limits and plan gating

Status

The Status shown on each lead is worked out from where the lead is and what happened to its order, nothing extra to fill in: New, Contacted, Interested, Follow-up required (a follow-up you set has come due and is not done), Awaiting payment (the order is waiting for an online payment), Order placed, Delivered, Cancelled (the order was cancelled, returned or failed), Not interested, and Invalid (tick "Not a real lead" when you move a lead to Not interested: wrong number, spam or a test).

Common tasks

Work the queue

The Leads list's filter tabs: Live (the default — every open stage), New, Contacted, Interested, With a closer, Won, Not interested, and All. A stage tab only shows once at least one lead has reached it (or it's the one currently selected). Flags any "Late" one that's waited too long; open a lead and use "Move this lead" to advance its stage.

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Show the leads from certain dates

Above the tabs, pick Today, Yesterday, Last 7 days, Last 30 days, Last 90 days, This month, Last month, All time, or your own From/To dates ("Show these dates"; both days are included and the To date can't be in the future). Only chats that came in during those dates are listed, and the numbers on the tabs follow them. The choice stays in the page address; All time (the default) shows everything.

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See who converted

A lead's page has "The order it produced", linking a handed-off lead to its resulting order once one exists.

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Rate a chat

"Rate this chat" records chat quality against "Quality samples".

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See my own numbersTeam

A rep who also takes orders finds My numbers under Orders: their own chats, answered count, average reply time, won, conversion and revenue, and nobody else's. The Rep leaderboard stays for people who can see every chat.

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Check rep performanceTeam

Leads/leaderboard (Rep leaderboard) shows answered counts, avg reply time, and conversion per rep over Last 7, 30 or 90 days, This month, Last month, or your own From/To dates (press "Show these dates"; both days are included, and the choice stays in the page address). The leaderboard counts a chat on the day it ARRIVED, once however many messages it has. Chat conversion is orders delivered divided by the chats received (for example 2 delivered out of 200 chats is 1.0%); hover or tap the rate for a sentence saying how it came to be, and a rate over fewer than 5 chats is faded and says so. A chat that was moved on to another rep or a department because it was late still counts for the rep who had it first, unless that rep was not active when it was moved: then it counts for whoever it was moved to, or, when the chat had no rep yet, for whoever replies first (the first move decides; a later move never hands it on to someone else). A chat a Manager, admin or the owner marked as spam is left out of that rep's numbers here and on My numbers, unless it was won. A mark by the rep themself or by anyone else on the team never takes a chat out, and neither does one made by Lazycom support. If someone else marked it first, a Manager presses Not spam and marks it again. Not spam puts a chat straight back. Chats nobody was given show on an "Unassigned" row. Recent periods read low until their orders are delivered. A WhatsApp closer's conversion bonus in Payroll is different: it divides the chats WON (order delivered) within 7 days after the pay period ends by ALL the chats given to them in it, open ones included, so the two can differ. Who a late chat that is handed on counts for in PAY is a separate choice in Payroll > Bonus rules ("Late chats that are handed on"); the leaderboard does not follow it. Under the default choice, a chat moved on because its rep was no longer active (suspended or removed) counts in pay for whoever it was moved to, for chats moved from this release on.

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Spot a duplicate

When the same phone number already has another open lead or a recent order, a yellow "Possible duplicate" note appears at the top of the lead's page, in the chat's contact panel and under the Phone field of "Take an order". It is only a warning: a repeat buyer is normal, and nothing is blocked. The match is the phone number only (typed 0803…, +234 803… or 803… all count as the same; the same last digits in another country do not). An open lead is a chat still New, Contacted, Interested or Handed to a closer, at any age; won and lost leads do not count. A recent order is one on that number in the last 7 days, not cancelled and not brought in from another system. The order alert on Reports uses 24 hours because it asks "did this person just press buy twice"; the note here uses a week because chats and pay-on-delivery confirmations drag on, and the closer taking a second order for the same number should know. You only see names, stages and amounts for leads and orders you could open anyway; for the rest the note just says the number is already in the system. Duplicates by email or name are not looked for, and only WhatsApp chats are checked in the inbox (not email, SMS or website chat).

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Limits and plan gating

Leads is a CRM operations surface (crm_ops) — visible-but-locked without it. Requires Work every lead (who has it: Owner, Admin, Manager) or Work their own leads (who has it: Owner, Admin, Manager, WhatsApp closer), or the look-only See every lead (who has it: Owner, Admin, Manager, Operations), which shows every lead and the lead reports but offers no way to assign, rate, move, follow up or reply (Operations holds it).

When a manager assigns a lead to a rep, the rep gets a bell notification straight away ("A lead was assigned to you"), which opens the lead. A rep is not notified of a lead they assigned to themselves.