Help centre/Conversations and leads
Manage leads and your sales pipeline
Every enquiry Ah Va captures becomes a lead. Move it through your stages, log calls, and see where it came from.
Open Leads, under Grow. Switch between List and Pipeline, search by name or number, and filter by owner.
Move a lead through your stages
- The stages start as New, Contacted, Qualified, Booked, Won and Lost. Owners and managers can rename, add, reorder or hide them with Manage columns on the Pipeline view.
- Drag a card to another column, or use Move stage.
- Moving a lead to Lost asks why. Reasons like never reachable unlock after enough contact attempts, so leads are not written off too early.
Open a lead
Click a lead's name for the full record: Details, Notes, Journey and Meetings. The Journey tab shows every visit and page, where they first came from, and how much of your video they watched.
Work the lead
Each lead has buttons to call, log a call, open or start a WhatsApp chat, follow your script, or request a PayNow payment. Calling customers from Ah Va.
Good to know
Sales users only see the leads assigned to them. Choose who gets new leads on the Team page.
Customers
Customers is everyone Ah Va has spoken to, with their calls, bookings and value. Ah Va uses it to recognise returning callers.
Was this helpful?
Related guides
Still stuck?
Message the Ah Va team
Tell us what you were trying to do. A screenshot helps. Or email hello@ahva.com.sg.