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.

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

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.

Assign manually

Assign automatically via Team Inbox

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.

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

For a visual walkthrough, please check our step by step video tutorial to learn how to customise the lead stage.

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

→ These attributes are available only for Pro and Business plan customers.

→ The contact owner attribute assigns a contact to a specific user in Wati, ensuring accountability and making it easier to track who manages each customer.

→ The lead stage attribute helps you track where a contact is in your sales process, such as whether they are a new lead, qualified, or if a deal has been won or lost.

→ You can assign a contact owner from the dropdown menu in the contact view. The dropdown lists all user agents in your Wati account. You can also leave it blank if no owner is needed.

→ In Team Inbox settings, enable Make assignee as contact owner. After this, whenever a user agent is assigned to a conversation, that agent will automatically become the contact owner.

→ Yes. You can include the contact_owner attribute in your import file. Make sure the value matches the exact name of an existing user agent in your Wati account, otherwise the owner will not be assigned correctly.

→ The default stages are:

→ Yes. You can add new stages, rename existing ones, and delete stages that are not in use.

→ Yes. The following stages cannot be removed (though they can be renamed):

→ Make sure no active contacts are currently assigned to that stage, otherwise you may lose important tracking information.