Managing a high volume of contacts on WhatsApp can quickly become overwhelming. The Chat Quotient provides a suite of tools to help you organize your contacts right within the WhatsApp Web interface. …

Contact Tabs

The simplest way to organize your inbox is by using Tabs.

• Custom Groups: Create tabs for “New Leads,” “VIP Clients,” or “Follow-ups.”
• Automatic Filtering: View only unread messages or chats from non-saved numbers with a single click.

Lead Profiles

Every contact can be transformed into a detailed lead profile.

1. Open a chat with a contact.
2. In the CQ sidebar, click the Lead tab.
3. Add internal details:
   • Full Name & Company
   • Email Address
   • Lead Stage (e.g., Prospect, Qualified)
   • Custom Tags

Using Tags for Segmentation

Tags allow you to categorize contacts across different pipelines.

• Example Tags: Priority, Interested-Product-A, Bulk-Order.
• How to Tag: Select a contact and choose from your pre-defined tags in the sidebar.

Bulk Actions

Need to organize many contacts at once?

• Select multiple chats in your inbox.
• Apply tags, move to a pipeline, or archive them in a single action.

Searching Contacts

Use the CQ search bar to find contacts not just by name, but by Note content, Tags, or Pipeline stage.