Lead Basics

Chakra Chat includes built-in lead management features to help you organize customers and manage your sales pipeline.

How Leads Are Created

Leads are created automatically or manually in the following ways:

Incoming chat – Any incoming WhatsApp message automatically creates a lead.
Bulk broadcast campaign – Leads imported via an external list (table or CSV) during a broadcast campaign.
Manual creation – Add a single lead directly using the lead form (+ button).
Bulk upload – Import multiple leads at once using a CSV file.
Webhook / Plugin – Leads created programmatically via Chakra Plugin webhook integration.

Deduplication: If a new lead shares a phone number with an existing lead, the two are automatically merged — no duplicates are created.

Feature	What it does
Search / Filter bar	Free-text search across all lead fields, or filter by specific attributes
Lead Created At filter	Filter by lead creation date. Default range is the last 30 days
Save as Space	Saves your current filter combination as a "Space" for quick reuse
Clear Filters	Removes all active filters and resets the list to default

Button	What it does
⊞ View Type Toggle	Switch between Table, Kanban, and Card views
⟳ Refresh	Reloads lead data while keeping your filters intact (unlike a browser refresh)
⇧ Bulk Upload	Import multiple leads at once via CSV
⌷ Customize Table Columns	Add, remove, or reorder columns in the table view
➕ Manual Lead Creation	Create a single lead using the lead form
✎ Actions	Apply bulk actions to selected leads
⚙️ Settings	Configure lead management and pipeline preferences

Lead List Header – The top row showing column names (lead field labels).
Lead List Columns – Each column represents a lead field.
Lead Selection Checkbox – Select one or more leads to perform bulk actions.
In-place Editing – Click the edit button on any cell to update a field value directly in the table, without opening the full lead record.

Click page numbers to jump to a specific page
Use > to go to the next page
Type a page number directly into the input box
Use the dropdown to change how many leads appear per page (default: 10 per page; options include 100 per page)

These are managed automatically by Chakra Chat:

Field	Description
State	The lead's current stage in the sales pipeline
Status	Lead lifecycle status: Open, Closed, or Cancelled
Assigned To	The team member currently assigned to the lead
Created At	Timestamp when the lead was created
Updated At	Timestamp when the lead was last modified

These are present on every lead by default:

Field	Description
Phone Number	The lead's WhatsApp number — also used for deduplication
Customer Name	Populated from the contact's first name