Guides

6 articles Updated

Guides articles

Guides 6 min read

How to back up your Lead10 data and restore it when you need to

Your customer list, your invoices and your chat history are the business. This guide shows how to keep your own copy of them in Lead10, send a backup to Google Drive or Dropbox on a schedule, and bring records back if they are ever deleted, with a screenshot of each step.

Guides 10 min read

How to Target or Exclude Customer Lists in Google and Meta Ads

Learn how to upload your customer list to Google and Meta Ads to target existing customers, reconnect with past enquiries, or exclude them from campaigns targeting new customers. Follow the step-by-step guide with screenshots in Lead10.

Guides 4 min read

How to automate lead follow-ups on WhatsApp: a step-by-step guide

Most WhatsApp leads are lost to slow or forgotten follow-ups, not to price. This guide sets up a follow-up routine that runs on its own: an instant first reply, a next step on every lead, reminders, and re-engagement messages that respect WhatsApp's rules.

Guides 3 min read

Setting up a shared team inbox for WhatsApp, Instagram and Messenger

When customer messages live on personal phones, leads get lost and nobody can cover for anyone. Here is how to move a sales or support team to one shared inbox for WhatsApp, Instagram and Messenger — and the team rules that make it work.

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