Free template
Setting Up WhatsApp Lead Routing: A Configuration Worksheet for KL Sales Teams
Map your routing rules, assign ownership and set follow-up alerts so every enquiry reaches the right salesperson automatically.
- Team capacity map: record who handles which language, area and product before setting a single rule
- Routing Rule Builder: a fillable table to configure round-robin, language, area or value-based routing
- Ready-to-copy qualifying messages in English, BM and Mandarin that fire before any lead is assigned
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What's inside
- Team capacity map: record who handles which language, area and product before setting a single rule
- Routing Rule Builder: a fillable table to configure round-robin, language, area or value-based routing
- Ready-to-copy qualifying messages in English, BM and Mandarin that fire before any lead is assigned
- Conversation status labels and staleness alert timings to configure in your platform
- Worked KL example: how a 6-person PJ property team eliminated double replies and got full pipeline visibility
Who this is for
KL sales teams of three or more people sharing one WhatsApp number who want to stop double replies and dropped leads by giving each enquiry one named owner from the moment it arrives.
Made by the team behind Yalla — the chat-native CRM where the AI does the work, not just the talking.