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.