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Playbook · PT10S

How to Log WhatsApp Conversations for Sales Tracking

TL;DR

Use 3-tap logging after each meaningful WhatsApp exchange: tap stage (first-reply / asking-questions / objection / meeting-booked / ghosted), tap intent (high / medium / low / negative), tap outcome (progressed / stuck / closed). Takes 10 seconds, feeds Intent Score.

Part of the WhatsApp Sales guide
01Why this matters

The bet behind the playbook.

Most Indian B2B first-contact happens on WhatsApp. If you're not logging those exchanges as signals, your scoring model is missing half the data — and Grade A leads are being under-weighted. 3-tap logging is the minimum-viable capture that keeps reps in flow.

02What you need first

Gather these before you start.

  • Lead exists in your system (imported or manually added)
  • WhatsApp conversation has substantive content (not just 'hi')
  • Rep has Leadkaun mobile web or app access
03The steps

Run it in order.

  1. 01

    Identify the lead in Leadkaun

    Open the lead record (search by phone number — Leadkaun matches Indian formats automatically).

  2. 02

    Tap 'Log WhatsApp'

    Opens the 3-tap UI. No typing required.

  3. 03

    Tap stage

    Options: First reply, Asking questions, Negotiating, Objection, Meeting booked, Ghosted. Pick the current state of the conversation.

  4. 04

    Tap intent

    Options: High (green), Medium (amber), Low (grey), Negative (red). Your read of where the conversation is heading.

  5. 05

    Tap outcome

    Options: Progressed, Stuck, Closed. What happened in this specific exchange.

  6. 06

    Optional: attach screenshot

    For important objections or quotes, attach a screenshot. Skip for routine logging.

  7. 07

    Confirm

    Taps flow into Intent Score: High = +10, Medium = +5, Low = 0, Negative = −10. Priority Queue re-ranks if the lead crosses a grade threshold.

04Mistakes to avoid

Where teams usually slip.

  • Logging every WhatsApp 'hello' — only log meaningful exchanges
  • Using 'High' intent for everything — calibrate to actual conversation quality
  • Forgetting to log 'ghosted' — without it, the lead's grade won't decay correctly
05FAQ

Questions teams ask mid-rollout.

06Related guides

Keep rolling.

How to Recover Cold Leads Before They're Gone

A cold lead isn't a dead lead — it's an un-worked one. Let stale leads surface themselves with a rupee value, work recovery by grade and ₹ at risk (not by age), reach out and log the outcome (which clears the lead from the missed list), and review recovered ₹ every week. Leadkaun surfaces and reminds — a rep still makes the call.

See it in Leadkaun

This is the product behind the page.

Every lead graded A–F, a live Priority Queue per rep, and the ₹ at risk surfaced in real rupees — set up the same day.

Start free trial→Get started free →
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