WIT Lead Desk

Every Facebook and Instagram lead for your branch appears here within a minute. Call it, tap what happened, and the desk does the rest (stage, note, follow-up date). Everything also shows in WIT Studio and the Google Sheet.

1. Start

1. Open the link, pick your branch, type your own name, enter the branch password.
2. Tap 🔔 Turn on alerts once on your phone, then tap Allow. New leads will ring your phone.
3. iPhone: Share → Add to Home Screen first, open WIT Leads from the home screen, then tap 🔔.

2. Calling a lead (telecaller)

1. Open To call. Newest leads are on top. Call new leads within 5 minutes; that is when they pick up.
2. Tap 📞. When you come back to the desk, the Log call sheet opens by itself.
3. Tap what happened: Didn't pick, Busy, Sent price, Visit booked, Not interested, Fake… The stage, a dated note with your name and the next follow-up date are saved in one tap.
4. Add quick notes (car, service, timing) by tapping the chips, or type your own.
5. Need to message? Pick a ready WhatsApp message in the same sheet. It opens WhatsApp with the text filled in.

3. Follow-ups

Follow-up due shows everyone you promised to call today or missed (red = overdue). Work this list every morning and evening. Didn't pick = we try again tomorrow; 3 no-answers in a row → send the WhatsApp “missed call” message.

4. Front desk

• Walk-in or phone enquiry not in the list? Tap + Add lead.
• Customer arrives: search their name or number, tap Log call → Came to studio. Paid: Booked / paid.

5. Stages

New → Called / Didn't pick → Interested / Follow-up → Walk-in → Customer. Dead ends: Not interested (real person, said no) and Fake lead (wrong number, no car, junk).

6. Add your team

Everyone uses the same link and branch password, with their own name, so you can see who did what. Send the invite below, then tell them the password in person.

📲 Invite a teammate on WhatsApp

7. Excel / Google Sheet

Sheet opens your branch's live Google Sheet (updates every hour). ⬇ Excel downloads the list you are looking at.

8. Keyboard shortcuts (front desk computer)

• / search · N add lead · R refresh · ? this help · Esc close
• In the Log call sheet: 1–9 pick a call result.

Problems?

The badge next to the branch name says ● Live when Facebook sync is working. If it says ⚠ Sync issue, tell Nik.