Sales Pipeline & Kanban Board
Manage your leads visually with our drag-and-drop Kanban board directly in WhatsApp Web.
The Pipeline tab in your dashboard provides a visual board where you can manage your sales cycle from start to finish.
The Pipeline tab shows your leads as cards across drag-and-drop stages.
The Kanban Layout
Your sales pipeline is divided into multiple stages (e.g., New Lead, Qualified, Proposal, Won).
- Cards: Each lead is represented as a card.
- Stage Headers: Each column header shows the stage name and the total value of all leads currently sitting in that stage. This helps you quickly see where your money is “stuck.”
Drag-and-Drop Management
The most effective way to manage your pipeline is through drag-and-drop.
- Click and hold a lead card.
- Drag it to a new stage column as the deal progresses.
- The stage update is saved instantly.
Quick Interactions
- Open Details: Click on any lead card to open the Lead Detail Side Panel without leaving the pipeline view.
- Jump to Chat: Click the WhatsApp icon on the lead card to instantly open the corresponding chat thread on the left.
Why Use the Kanban View?
A visual board is often better than a simple list because it highlights bottlenecks. If you see 20 leads in the “Proposal” stage but none in “Negotiation,” it’s a clear signal to focus on closing your existing proposals rather than finding new leads.