ITAérea Leads

WhatsApp assistant operations dashboard

ITAérea Leads

Move lead

Reason

WhatsApp intro

Add to active leads & send outreach email

Subject

Body — {{name}} / {{first_name}} are filled per lead.

Save this as the default template

Import prospect list (CSV)

Paste a CSV with an email or phone column (name, company, role, country, info recognized too). LinkedIn / Sales Navigator exports work. Duplicates are skipped.

Update enrolled-students list

Paste the enrolled ("matriculados") sheet as CSV. Anyone whose email is on this list stops receiving follow-ups. Rows marked DESMATRICULADO are treated as not enrolled. This replaces the whole list (it mirrors the sheet). For automatic daily updates, install scripts/google-matriculados-forwarder.gs on the sheet.

Follow-up / outreach settings (all sourced leads)

Applies to every sourced lead in the follow-up cadence.

Follow up every days

Max follow-ups per lead

Daily email cap emails/day (shared)

Reply-to address

Import form responses (CSV)

Paste the CSV exported from the Google Sheet (File → Download → CSV). Duplicates are skipped automatically.

Customize Insights

Show/hide widgets and reorder them (↑ ↓). Applies to everyone — one shared layout.

Health thresholds

Edit the alerting thresholds used by the health sweep. Applies to everyone.