This guide gets you from signup to your first real lead in about 10 minutes. No card is needed — every new workspace starts with a 14-day Starter trial.
1. Sign up
Sign up with email, Google, or your mobile number and a one-time code. Set your business name, timezone and working hours in Settings → General.
2. Connect a lead source
Go to Settings → Lead Sources and pick one:
- Facebook & Instagram Lead Ads — click Connect, log in, choose your Page. Step-by-step guide
- Google Lead Form Ads — copy the webhook URL and key into your Google Ads lead form.
- Hosted web form — build a form, then share the link or paste the embed code on your website.
- Website webhook — connect your existing form or Zapier/Make/Pabbly.
- CSV import — upload your existing leads from Excel or Google Sheets.
3. Invite your team
Go to Settings → Users and add teammates by email invite, invite link, or just their mobile number — then choose a role (Admin, Member, or a custom role). Reps see only the leads assigned to them.
4. Turn on assignment and alerts
- Turn on round-robin for your source so every new lead gets an owner instantly.
- On your phone, install the Android app, or open Ridhzo in your browser and tap Add to Home Screen (works on iPhone too), then allow notifications — you'll be alerted the second a lead arrives.
- On Android, allow call-log access in the app and your calls with leads are logged automatically — see Call Sync & Caller ID.
- Optional: set up New-lead alerts to email or WhatsApp a manager or partner.
5. Set up your WhatsApp templates
Go to Settings → Templates and edit the starter messages. These fill in automatically: {{first_name}}, {{name}}, {{email}}, {{phone}}, {{company}}.
Hi {{first_name}}, thanks for your enquiry! When's a good time for a quick call?
Now first contact is a single tap from any lead.
6. Match the pipeline to how you sell
In Settings → General → Statuses, rename and reorder your stages — e.g. New → Contacted → Site Visit → Negotiation → Won / Lost.
7. Add your first automation
Open Automations and pick a template like New lead → assign → schedule follow-up tomorrow.
Need help?
- Browse the Help Center and How-To Guides.
- Still stuck? Contact us — we respond within 24 hours.