Leaders

A leader is a contact who leads for one of your numbers. You can give leaders tasks, and your assistant knows who they are.

Add a leader

1. Open Contacts and tap Add contact.
2. Choose the number under Leader of if you have more than one.
3. Fill in the Name and number, then tap Save contact.

Make an existing contact a leader

Someone who already messaged your assistant can become a leader.

1. Find them in Contacts.
2. Tap the menu on their row and choose Mark as leader.
3. Check the details and save. Their consent is already on record because they messaged first.

See leaders

Open the Leaders tab. It lists only your leaders.

Change or remove a leader

• Edit leader details lets you change their name, number and notes.
• Remove as leader takes away the leader label. Their chats, consent and groups stay.
• Delete contact removes the person from your contacts. Their consent record is kept.

Good to know

• Someone can be a leader for more than one number. Then the menu says which number each choice is for.
• Give a leader a task from Tasks and have your assistant follow up on WhatsApp.