Documentation
Step-by-step product guides for setup, daily use and data protection.
Getting Started
Install the extension, open a supported chat and create your first client record.
DocumentationWhatsApp Web Setup
Use BDSocialLead with WhatsApp Web and refresh the page after installation.
DocumentationMessenger & Meta Inbox Setup
Open Messenger or Meta Business Suite and load a supported conversation.
DocumentationCreate a Client Profile
Save identity, status, priority, billing dates and notes for the active conversation.
DocumentationConfigure Company Details
Add company name, contact details, address, currency, logo and invoice prefix.
DocumentationCreate Products and Services
Build a reusable catalog with type, price, unit and billing cycle.
DocumentationAssign Products to Clients
Attach products, subscriptions, services or packages to the current client.
DocumentationGenerate an Invoice
Create a PDF invoice and save its paid and due balance to the client.
DocumentationRecord Payments
Record payment amount and date without incorrectly marking unpaid invoices as paid.
DocumentationManage Subscription Dates
Use the Client tab as the master source for start, expiry and next-payment dates.
DocumentationCreate Lead and Ad Sources
Save campaign information once and assign it to relevant contacts.
DocumentationAdd Follow-up Entries
Record outcomes, notes and the next follow-up date.
DocumentationEnable Chrome Reminders
Configure renewal and payment alerts while Chrome is running.
DocumentationConnect Google Sheets
Deploy the included Apps Script and connect the Web App URL and sync secret.
DocumentationUse Pairing Codes
Transfer connection details securely between approved devices.
DocumentationPush, Pull and Two-way Sync
Understand local push, team pull and two-way synchronization.
DocumentationRead the Dashboard
Interpret expected revenue, invoiced, received, due, leads and expiries.
DocumentationExport Contacts to CSV
Download contact records for spreadsheet analysis.
DocumentationCreate a Full Backup
Download a JSON backup containing contacts and related CRM data.
DocumentationRestore or Merge Data
Choose merge or replacement mode before importing a backup.
DocumentationUpgrade Without Losing Data
Reload a newer version from the same unpacked extension folder.
DocumentationPrivacy and Data Ownership
Understand local storage, client-owned Google Sheets and separate licensing metadata.
DocumentationTroubleshooting
Resolve panel, detection, sync, invoice and data-loading issues.
DocumentationSupported Platforms
Review supported WhatsApp, Messenger, Facebook and Meta Business Suite URLs.