How to Track Facebook Ad Leads in WhatsApp
Connect campaign sources to customer conversations and revenue outcomes.
The challenge
Connect campaign sources to customer conversations and revenue outcomes.
A practical process
Capture the lead while the conversation is active, assign a clear status and priority, record the next action, and connect the customer to the relevant product or campaign source.
What to avoid
Avoid duplicate spreadsheets, unclear status labels, missing due dates, private notes outside the CRM and follow-up commitments that are not scheduled.
How BDSocialLead supports the workflow
BDSocialLead combines client profiles, lead sources, products, invoices, payments, unified subscription dates, follow-up history and Google Sheets dashboards beside social conversations.
Practical next step: Open one real customer conversation and apply this workflow before expanding it to the rest of your database.