Leads & Contacts
Capture and manage leads from all your channels.
Lead Sources
Leads are captured automatically from multiple sources:
- Chat: Web widget conversations.
- WhatsApp: WhatsApp messages.
- Instagram: Instagram DMs.
- Email: Email interactions.
- Manual: Manually added by your team.
- Import: Bulk imported via CSV.
- API: Created via the Komplian API.
- Form: Lead collection forms.
Lead Fields
Each lead includes: name, email, phone, company, value, tags, custom fields, assigned team member, and linked conversation.
Lead Status
Track leads through your pipeline with these statuses:
- New → Contacted → Qualified → Proposal → Negotiation → Won / Lost
Files
Open any company, person, opportunity, task, or note and use the Files tab to attach documents that belong with that record. Supported types include PDF, images, CSV, Word, Excel, PowerPoint, and ZIP, up to 10 MB each.
- Team members can upload and delete. Viewers can list and download.
- Downloads are private to your workspace. Files are not published on your website or widget.
- Deleting the record also removes its attachments.
Emails
The Emails tab shows messages between your connected workspace mailbox and the contact. Connect Gmail or Outlook in Integrations first, and make sure the person (or a related person on a company) has an email address.
- Open Emails (or Write email) to use the full record view: message list on the left, the selected email or composer on the right.
- HTML mail renders as it was sent. Plain-text messages are wrapped so they stay readable.
- Compose can load an active workspace email template from Templates. Sent mail is saved on the timeline.
- Inbox threads appear when the mailbox has read permission. If send works but the inbox stays empty, reconnect Gmail or Outlook and grant read access.
- Companies match related people. Opportunities and tasks use the linked person, or people at the linked company.