How do I do this in ViveLead?

Six steps in the order that works: your team's role, your team, the app on their phones, your leads, one lead worked start to finish, then WhatsApp.

Bring a lead list from Excel, Google Sheets or another CRM into ViveLead: add the fields your sheet needs in Forms Desk, match each column on the mapping screen, check the preview, and find the leads afterwards.

Give every lead an owner, in bulk or one at a time, and understand the rule that decides which leads each person on your team can open.

Download your leads as a CSV with an Activity Timeline column: every call, note, follow-up, stage change and message on each lead, one line each, in the order they happened.

Turn on lead scoring, give points for what makes a lead likely to buy, set Hot, Warm and Cold tiers, and see each lead's score and the reasons behind it.

Connect your business WhatsApp to ViveLead in one of two ways: keep using it on the WhatsApp Business app as a Shared Number, or set up a number that works only through ViveLead. Which one fits, every step, and what each label on the number means.

Bring a phone's WhatsApp chats into the ViveLead inbox by scanning a QR code, and reply from there. The risk to the number, the rules that keep it safe, every step, and the terms you accept.

Turn on an AI agent that answers inbound WhatsApp messages on your number, give it what it should know, test it properly before customers see it, and control when it hands over to a person.

Build a workflow that reacts to a new lead on its own: pick the trigger, add the steps, turn it on, and confirm from the run history that it actually fired.

Make the quick-reply buttons on your WhatsApp templates do something: send the next message, tell your team, or run any other automation step.

Create a deal from a lead, move it through your stages, and set which stages count as converted for reporting and as won for commission.

Set up each rep's phone once: every lead call lands on the lead with its recording, the lead's name shows when they call, and a new number you call can be saved as a lead.

Turn on calling, get a number, and place your first call from a lead record, with recordings and call outcomes logged against that lead.

Connect your Facebook Pages so lead form submissions land in the CRM on their own, and do the one step on Meta's side that decides whether the leads actually arrive.

Send every stage of your Facebook form leads back to Meta, so your Leads campaigns find people who turn into qualified leads, not just people who fill the form.

Paste your ViveLead lead form into any website with one embed code, so every enquiry lands in Leads. If your site already has its own form, send it to the Lead Capture API instead.

Create a user, give them a role and locations, and understand how those two choices decide which records they can open.

Add each office or branch as a location, put your people in their branch, give a branch its own Location Admin, and switch the whole dashboard to one branch at a time.

Create a shift, assign your employees to it, and get them checking in from My Space, including the three things that stop a check-in from working.

Find what you are paying for, add or remove seats, read what a change will cost before you commit to it, and download your invoices.