Managing incoming customer requests

Where to find them

Customer requests in the sidebar. Every submission from the site form appears here immediately.

The four statuses

• New: not opened yet.
• Contacted: you have spoken to them.
• Won: they signed.
• Lost: did not proceed — write the reason in the notes.

Replying fast

Inside a request, the WhatsApp number is a live link — click it to open the conversation on that number.

Internal notes

The notes field is visible only to your team and never to the customer.

Export

The Export CSV button downloads every request in an encoding Excel reads correctly in Arabic.

Email notification

Put your address in Settings → Notifications → Lead notification email to be alerted on every new request.