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Organising WhatsApp Conversations Print

  • phonemessagingbusiness, phone, troubleshooting, billing, guide, howto, solution, zillionkinghost
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Managing volume.

THE PROBLEM

Conversations accumulate and enquiries get lost.

WHAT TO USE

Labels, to mark conversations by status.

USEFUL LABELS

New enquiry Quoted Awaiting payment In progress Completed

WHAT THAT ENABLES

Seeing what is outstanding at a glance.

WHAT ELSE TO DO

Archive completed conversations Pin anything urgent

THE LOST ENQUIRY PROBLEM

A message read and not answered disappears up the list.

WHAT PREVENTS IT

Marking anything unanswered A routine of checking for unanswered messages daily

WHAT TO RECORD ELSEWHERE

Anything that becomes an order or a job.

WhatsApp is not a record system.

THAT POINT MATTERS

Conversations are lost when a phone fails.

Record orders and agreements somewhere permanent.

WHAT TO BACK UP

Your WhatsApp data, if it holds business information.

WHAT TO ESTABLISH

That the business number and its data are not tied to one person's personal device.


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