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Description
Pipeline stages, lead badges, and CRM actions on web.whatsapp.com SalesDo.ai CRM for WhatsApp connects your SalesDo.ai workspace to WhatsApp Web so your team can manage leads without leaving the chat. Sign in with your SalesDo.ai account. A CRM bar appears on web.whatsapp.com with your pipeline stages, lead counts, filters, and quick actions. What you can do: • See pipeline stage badges on chats and filter the list by stage • Open lead details, change stage, add notes and tags • Convert a WhatsApp chat into a CRM lead • Export contacts from chats and groups into your pipeline • Send bulk messages to selected leads (with safe spacing between sends) • Use your open WhatsApp Web tab with the SalesDo.ai CRM inbox (This browser) Works with salesdo.ai and linked WhatsApp Web accounts in your CRM. Keep web.whatsapp.com logged in while using browser-connected features. Automated messaging from a personal number can violate WhatsApp’s terms — use only for people who expect to hear from you.
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