How to Log WhatsApp Conversations for Sales Tracking
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.
- Time
- 10 sec
- Steps
- 7
- You'll need
- 3 things
- Topic
- Workflow
Why bother
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.
The procedure
7 steps, about 10 sec.
- 01
Identify the lead in Leadkaun
Open the lead record (search by phone number, Leadkaun matches Indian formats automatically).
- 02
Tap 'Log WhatsApp'
Opens the 3-tap UI. No typing required.
- 03
Tap stage
Options: First reply, Asking questions, Negotiating, Objection, Meeting booked, Ghosted. Pick the current state of the conversation.
- 04
Tap intent
Options: High (green), Medium (amber), Low (grey), Negative (red). Your read of where the conversation is heading.
- 05
Tap outcome
Options: Progressed, Stuck, Closed. What happened in this specific exchange.
- 06
Optional: attach screenshot
For important objections or quotes, attach a screenshot. Skip for routine logging.
- 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.
Where it goes wrong
- 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
Questions
Ready when you are
Or have it done in less than 10 sec.
Leadkaun ships this as a default: graded leads, a ranked queue per rep, and the morning brief. Import a CSV and it runs the same afternoon.
Free forever · 1 user · 100 leads · No card