Managing Your Deals

In this article

Now that you know what Deals are, here's how to use them day-to-day. This section covers everything you need to keep your sales pipeline moving smoothly. We will start with the basics like moving deals and adding notes and work our way up to advanced features, like creating custom stages and automating your workflow.

Contents

Understanding Deal Information

Each deal contains essential information about the customer's journey.

Moving a Deal to a Different Stage

As your conversation with a customer progresses, you will want to update the deal's stage. For example, after sending a customer a price quote, you would move the deal from New Enquiry to Quoted. When the customer confirms, move it to Won. If they decide not to proceed, move it to Lost.

Adding Remarks to a Deal

Remarks let you add notes to a deal so your team knows important details at a glance. For example, you might add "Possible Customer" for someone who seems interested, or "Waiting for approval from manager" so the next person who sees this deal knows the context.

Filtering and Sorting Your Deals

When you have many deals, filters help you find what you need quickly.

In Table View, you can filter by:

Table View

Date range — See deals created within a specific period
Owner — See only deals assigned to a specific team member
Source — See deals from a specific channel (e.g., WhatsApp only)
Stage — See deals in a specific stage (e.g., only "New Enquiry")
Reply status — See deals that still need a reply

In Board View, you can filter by:

Board View

Date range — See deals created within a specific period
Owner — See only deals assigned to a specific team member
Source — See deals from a specific channel (e.g., WhatsApp only)

Note: You might notice that Board View has fewer filter options than Table View. This is simply because in Board View, your deals are already visually grouped into columns by their specific Stage!

Creating and Customizing Deal Stages

Once you are comfortable with the basic stages, you can customize your sales pipeline by adding new stages or editing existing ones to fit your exact workflow.

1. On the Deals page, make sure you click the Table button at the top left to enter Table View.

Note: The option to manage stages is not available in Board View.

2. Click the All Stages filter dropdown at the top right.

3. Select Manage Stages from the bottom of the dropdown list.

4. In the pop-up window, click + Add Stage to create a new step in your pipeline.

5. For each stage, you can customize the Color, write a custom Name, and select its underlying Type (Open, Won, or Lost).

6. Lost Reason Field (Optional): At the bottom of the window, you can select a data field to capture exactly why deals are lost (for example, keeping track of common reasons customers cancel).

7. Click OK to save your changes.

Automating Deals with WhatsApp Templates

Now that you have your custom stages set up, you can automate your workflow so that sending a specific WhatsApp message automatically moves the customer to a new deal stage.

Go to your WhatsApp templates by navigating to Settings > Templates > WhatsApp.
Find the specific template you want to link to a deal stage.
Click the three dots (•••) at the far right of that template's row, then select Edit Profile.
Look for the Auto-move deal to stage setting and select your target stage (for example, "Quoted").
Click Save.
Now, whenever you send that specific template to a customer from your Conversations Inbox, the system will automatically move their deal to the assigned stage!

💡 Pro Tip: You don't have to create a template first and edit it later. When you create a new template from scratch, the "Auto-move deal to stage" setting is immediately available on the setup screen. The steps above are just for updating templates you have already created. You can check how to create a template in our [Creating Message Templates] article.

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