Skip to main content

How to contact a lead

Once a lead is created, Lynk shows the phone details shared in the enquiry so you can contact them directly. Contact options sit inside each lead, making follow-up fast and helping you understand needs and move them toward enrollment.

S
Written by Sumit Kapoor
Updated over 3 months ago

Where contact actions are available

Contact options are available inside the Lead detail view.

To reach them:

  • Go to Profile → Leads

Lynk clearly displays the consumer’s phone number and email (if provided), along with quick-action buttons.


Ways to contact a lead

Lynk supports direct outreach using the consumer’s preferred communication channels.

Call

  • Tap the Call button to dial the consumer’s phone number instantly

  • Ideal for quick clarifications, availability checks, or urgent follow-ups

WhatsApp

  • Tap the WhatsApp button to start a chat using the provided number

  • Useful for sharing batch details, schedules, or answering questions asynchronously

These actions use the contact information submitted by the consumer, ensuring communication stays relevant and intentional.


Updating lead status after contact

Once you’ve reached out:

  • Use Mark Contacted to update the lead’s status

This helps you:

  • Track which enquiries have been followed up

  • Avoid duplicate outreach

  • Keep your lead pipeline organized

Status updates are manual, so you remain fully in control of how and when a lead progresses.


Why direct contact matters

Direct contact enables you to:

  • Understand the consumer’s exact requirement

  • Clarify expectations, pricing, and format

  • Build trust early before enrollment

By centralizing contact actions within Lynk, coaches don’t lose context or delay responses.


What contacting a lead does NOT do

  • It does not automatically convert the lead

  • It does not create a student or consumer record

  • It does not commit you to an enrollment

Contacting a lead is purely the communication step—conversion remains a deliberate action.


Summary

Contacting a lead in Lynk:

  • Happens inside Profile → Leads

  • Uses built-in Call and WhatsApp actions

  • Relies on details shared by the consumer

  • Allows status updates to track follow-ups

This structured approach ensures that every enquiry is handled promptly, professionally, and with full visibility—turning interest into meaningful coaching conversations.

Did this answer your question?