- Editor's Choice
Stop losing leads after hours
A teammate cannot sit on WhatsApp at 2 AM. The bot can — then someone picks up a qualified lead in the morning.
VIQ team
28 September 2026
Tagged “Leads”
- Important
Leads
One pipeline, one owner, one next step
Leads die when they live in a spreadsheet, a group chat, and someone's phone. Put them on one record.
VIQ team
24 September 2026
- Editor's Choice
Keep WhatsApp on the lead record
If the chat lives in a personal inbox, the history walks out when someone leaves. Keep it on the lead.
VIQ team
21 September 2026
- Important
Calling
Call from the CRM so notes don't live in someone's head
Dial from the lead profile. When the call ends, the note, time and recording stay on that record.
VIQ team
18 September 2026
- Important
Integrations
Connect forms, ads and WhatsApp without a developer
Most teams already have leads. They are just sitting in separate inboxes. Pull them into one pipeline.
VIQ team
15 September 2026
- Editor's Choice
Playbooks
What a manager should see without a status meeting
Calls, follow-ups, tasks and deals in progress on one screen. Reps still see their own day.
VIQ team
12 September 2026
Leads
Round-robin vs source-based assignment
Set the rule once — by source, round-robin, or team — and the lead has an owner before anyone asks.
VIQ team
9 September 2026
Playbooks
Run the morning without a huddle
If you need a call to find out who followed up, the work is not on the record yet.
VIQ team
28 August 2026
Leads
The first five minutes of a new lead
Capture, assign, and set a next step before the enquiry goes cold in a shared inbox.
VIQ team
25 August 2026
Integrations
Website forms should land in the same inbox
A form that emails the office is not a pipeline. The enquiry needs an owner on the same record as WhatsApp.
VIQ team
16 August 2026
Playbooks
Put the task on the lead, not in a side list
A reminder that is not attached to the record is another thing to forget by Friday.
VIQ team
13 August 2026
Leads
Hot, warm, and cold without guessing
Temperature should come from activity and time, not from whoever last opened the spreadsheet.
VIQ team
10 August 2026
When two teammates message the same number
Duplicate chats happen when WhatsApp is personal. One lead record stops the pile-on.
VIQ team
7 August 2026