Multi-Device CRM Workflow
Use pairing and sync to keep approved team devices aligned.
The business problem
Use pairing and sync to keep approved team devices aligned.
How BDSocialLead solves it
BDSocialLead places a structured client record beside the active WhatsApp or Messenger conversation and connects it with products, invoices, payments, follow-ups and source data.
Suggested setup
Configure the company profile, create the required product and ad-source catalogs, then save a small number of real contacts before rolling the workflow out to a team.
What to measure
Track saved leads, completed follow-ups, invoices issued, payments received, outstanding balances, renewals and revenue by lead source.
Practical next step: Open one real customer conversation and apply this workflow before expanding it to the rest of your database.