Sales workflow
WhatsApp lead management for small sales teams
Import and assign WhatsApp leads, review agent activity, and track pending replies in one RecoverPay workspace.
At a glance
RecoverPay gives small sales teams a shared workspace for importing leads, assigning responsibility, sending WhatsApp follow-ups, and reviewing lead activity. Owners and managers control access through workspace roles. Lead assignment and conversation history help the team decide who should respond next.
Assigned responsibility
Managers can distribute leads rather than relying on an informal spreadsheet.
Conversation history
Keep previous messages and lead activity available when deciding what to send next.
Follow-up visibility
Review pending replies, lead outcomes, and agent performance before changing the process.
How to put it into practice
Create the workspace
Invite the team and choose roles that match each person’s responsibilities.
Connect your channels
Add the WhatsApp numbers you will use and confirm their connection state.
Import and assign leads
Review the import, remove duplicates, and distribute leads to the relevant agents.
Review daily
Check unanswered enquiries and human handoffs. Use performance data to guide coaching rather than assume every automated message was a human response.
Questions and answers
Can every agent access every lead?
Access depends on the workspace role and assignment. Restricted team members can work only with the leads their role permits.
Does the public status page confirm my number is connected?
No. The public page checks shared service health. Check your specific WhatsApp channel and individual delivery results in the workspace.
Can we segment an audience?
Campaign audiences support dynamic lead filters, selected leads, and static phone lists. Review the resolved audience and the sending channel before starting.