OleonLists
Put people in a list. Move them to done.
Every business keeps lists. Who registered, who ordered, who still owes. Usually they live in a notebook or one person's spreadsheet. Here the whole team works from the same list, and you can see where each person is up to.
Make a list
A list for anything you are working on.
And everyone on the team sees it.
Name it, colour it, say what it is for.
Registrations, pre-orders, your best customers. Each list has its own name, colour, icon and a short note, so anyone on the team knows what it is for.
Start from a ready-made board.
Pick one for sales, registrations or pre-orders, with the steps already named. Or start with a plain list, or a board your team saved before. You can change all of it later.
Add people
Three ways to fill a list.
Use one, or all three.
From your chats.
Search the people who already message you, by name or number, and tick them. Or pick chats in the Inbox and choose Add to list.
From a spreadsheet.
Drop in an Excel or CSV file with a phone number column. If it has names too, those come in as well.
By pasting numbers.
One per line, copied from anywhere. Local numbers like 077 123 4567 are read as Sri Lankan, so you do not have to add +94.
Steps
Name the steps your way.
Then drag people along.
New, Called, Paid. Or whatever your business calls them. Tell a step to warn you when someone sits there too long, and mark the last steps as done so you can count who finished. A person's step belongs to that list only, so moving them in one list never changes another.
Each person
A reminder, a name and a note.
So nobody falls through.
Tap anyone on the list to change their step, set a follow-up for tomorrow or next week, choose who on the team looks after them, and write a note. The note stays with this list, and only your team sees it.
Use the list
Download it, or message everyone in it.
Without copying it anywhere.
An Excel file, with the columns you want.
Download everyone, only the people your filters show, or only the ones you ticked.
One message to the whole list.
Send an approved WhatsApp message to everyone, only some steps, or only the people you ticked. Only message people who agreed to hear from you.
Insights
See how the list is going.
Without building a report.
How many people are at each step, how long they usually stay there, how many reached the end, and how the list grew day by day.
Tech specs
Everything in Lists.
- Lists the whole team shares
- A name, colour, icon and note for each list
- Add people from your chats
- Upload from Excel
- Paste phone numbers
- Add chats straight from the inbox
- A board with steps you name
- Ready-made boards for sales, registrations and pre-orders
- Save your own board to use again
- Drag people from step to step
- A warning when someone waits too long
- Follow-up reminders
- Who looks after each person
- Private notes for each person
- Download as Excel
- Message the whole list on WhatsApp
- A count of people at each step, and how long they stay
Questions
Before you ask.
The ones we hear most about Lists. If yours is not here, the answer is a message away.
Is a list the same as my customer list?
No. Contacts is everyone who ever messaged you. A list is a smaller group you put together on purpose, for one job, like a sale or an event.
Can one customer be in more than one list?
Yes. Their step in each list is separate, so marking someone Paid in one list does not change any other list.
Can I message people who never messaged me?
Only on WhatsApp, and only people who agreed to hear from you. WhatsApp charges for each marketing message, and too many people blocking you can stop your messages going out.
Keep exploring.
More of what Oleon does.
All productsIt starts with one conversation.
Bring the apps your customers already message you on into one place, and see what the rest of your week looks like.
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