The pipeline turns your conversations into a visual sales board. Every conversation that could close becomes a deal that moves through stages.
The stages
By default the pipeline has three stages — new, quoting, paid — and you can configure your own (e.g. "sent, scheduled, delivered"). Each deal shows its value, so you know how much is at stake in each stage.
How to work with it
- Drag each card between stages as the conversation progresses.
- Filter by seller to see each person's operation.
- Filter by stage to quickly find what is in "quoting" and has been quiet for days.
- Set the value of each deal so the pipeline reflects the real money at stake.
What the analytics reflect
The CRM crosses the pipeline with WhatsApp activity: how many deals come from conversations, how many move to "quoting" and how many close. That tells you what works in your sales and where you are losing opportunities.