Leads & Pipeline
Adding a lead
A lead is any prospect you're tracking. Two ways to add one — directly from the leads page, or automatically when you send a calculation via WhatsApp.
Method 1 — manual
- Open Dashboard → Leads.
- Tap the "+ Add Lead" button.
- Enter at minimum the prospect's name and phone. Optional fields: email, IC, car interest, notes.
- Save. The lead lands in the Baharu (new) column.
Method 2 — auto from calculator
When you tap "PM Details"on a calculation and enter your prospect's name + WhatsApp, VSA creates the lead for you and links the calculation to it. No double entry.
IC numbers are sensitive
Only collect IC numbers when you genuinely need them for the loan application. They're considered personal data under PDPA. See our Privacy Policy.