Summary

Wati has introduced two new sales attributes - Contact owner and Lead stage - to help you manage and track customer interactions more effectively. These attributes make it easier to assign responsibility for contacts and follow them through different stages of your sales process. This article explains how they work, how to set them up, and what to keep in mind when using them.

Note: The Contact owner and Lead stage attributes are available only for Pro and Business plan customers.

Instructions

1. Contact owner

The Contact owner attribute allows you to assign ownership of a contact to a specific user in Wati. This ensures accountability and makes it easier to track who is managing which customer.

Ways to assign a contact owner

Assign manually

Select an owner from the dropdown menu in the contact view.
The dropdown will display all user agents created in your Wati account.
You can also choose to leave the field blank if no owner is needed.

Assign automatically via Team Inbox

Go to Team Inbox settings.
Enable the option Make assignee as contact owner.
Once enabled, whenever a user agent is assigned to a conversation, that agent will automatically become the contact owner.

Additional notes

When importing contacts, you can include the contact_owner attribute in your file.
Make sure the value matches the exact name of an existing user agent in your Wati account, or the import will not assign the owner correctly.

2. Lead stage

The Lead stage attribute helps you track where a contact is in your sales process. You can assign and update stages directly from a dropdown menu in the contact view.

Default lead stage values

New lead
Contacted
Qualified
Proposal sent
Deal won
Deal lost

By default, every new contact is assigned the New lead stage.

Lead Stage Distribution

If new leads are automatically assigned to a specific stage, check the order of your lead stages in Tags and attributes. The first lead stage in the order is used as the initial stage for new leads.

To ensure new leads start in the correct stage, reorder the lead stages so that your desired initial stage appears first.

Customizing lead stages

You can add new stage values to match your sales process.
You can edit the names of any existing stages.
You can delete stages, except for the following, which cannot be removed (but can be renamed):
- New lead
- Deal won
- Deal lost

Important: Before deleting a stage, ensure that no active contacts are currently assigned to it.

Frequently Asked Questions (FAQs)

General

1. What are the Contact owner and Lead stage attributes?

The Contact owner attribute lets you assign responsibility for a contact to a specific Wati user. The Lead stage attribute lets you track where a contact is in your sales process.

2. Which Wati plans support Contact owner and Lead stage?

The Contact owner and Lead stage attributes are available only to Pro and Business plan customers.

Contact Owner

3. How can I assign a Contact owner?

You can manually assign a Contact owner from the dropdown menu in the contact view. The dropdown displays all user agents created in your Wati account. You can also leave the Contact owner field blank if no owner is needed.

4. Can I automatically assign a Contact owner based on Team Inbox assignments?

Yes. Enable Make assignee as contact owner in Team Inbox settings. When a user agent is assigned to a conversation, that agent is automatically assigned as the Contact owner.

5. Can I assign a Contact owner when importing contacts?

Yes. You can include the contact_owner attribute in your contact import file. The value must exactly match the name of an existing user agent in your Wati account for the owner to be assigned correctly.

Lead Stage

6. What are the default Lead stage values?

The default Lead stage values are:

New lead
Contacted
Qualified
Proposal sent
Deal won
Deal lost