- Editor's Choice
WhatsApp · 1 min read
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.
Written by
VIQ team
Published on
21 September 2026

WhatsApp is where buyers actually reply. The problem is not the channel — it is when the thread sits on one person's phone.
When chats sit on the same record as the owner, stage, notes and tasks, the next person to pick up the lead can see what was already asked.
That is also how you stop duplicate follow-ups. Sequences can pause when someone replies, instead of stacking messages on a live conversation.


