Using Oleon
Lists
Group customers, move them through stages, export them and message them.
A list is a group of customers you put together on purpose — July registrations, Eid pre-orders, VIP customers. Everyone on the project sees the same lists and can work on them together.
Open Lists in the project menu to see them all.
Make a list
Press New list. Give it a name, a note about what it is for, a colour and an icon. Then choose how you will track people:
- Blank list: just a group of people. Good for a broadcast audience.
- A ready-made board: Sales leads, Registrations or Pre-orders, with the stages already named.
- One of your team's templates: boards your team has saved before.
Everything can be changed later.
Add people
Open the list and press Add people. There are three ways, and you can use more than one:
- From your chats: search for customers who already message you by name or number.
- Upload a spreadsheet: an Excel or CSV file with a phone column. A name column is used if there is one.
- Paste phone numbers: one per line, from anywhere.
Local numbers like 077 123 4567 are read as Sri Lankan (+94). Numbers that are not contacts yet are added as WhatsApp contacts.
You can also add chats from the inbox: select them, then choose Add to list.
Track people on a board
Stages are the steps people go through, like New → Called → Paid. Switch the list to Board and drag a person from one stage to the next.
A person's stage belongs to this list only. Moving a customer to Paid in one list does not move them in any other list.
To change the stages, open the list's menu and choose Stages. For each stage you can pick:
- A name, an icon and a colour.
- Remind me if someone waits here: people who stay longer than you choose are marked on the board, so nobody is forgotten.
- Customers here are finished: for steps like Paid, Delivered or Lost. They count as completed in Insights.
Like a board? Choose Save as template to start future lists from it.
Notes, follow-ups and who looks after them
Click a person to open their panel. There you can:
- Change their stage.
- Set a follow-up reminder for tomorrow, in 3 days, next week, or any date.
- Choose who on the team looks after them.
- Write a note. Notes are only for this list and are stored encrypted.
Export to Excel
Press Export to download the list as an Excel or CSV file. Choose everyone, only the people your filters show, or only the people you ticked, and pick the columns you need.
Send a message to the list
Press Send message to send an approved WhatsApp template to everyone in the list, only some stages, or only the people you ticked. Only people on WhatsApp can receive it. The send appears in Bulk Messaging, where you can follow its progress.
Only message people who agreed to hear from you. Meta charges for each marketing message delivered, and many blocks or reports can pause your templates.
See how it is going
The Insights tab shows how many people are in each stage, how long they stay, how many reached a finished stage, and how the list grew day by day.