Your team
Several people, one numberDepartmentsAdvanced and PremiumPermissionsPremiumQuick repliesAutomatic repliesReportsAdvanced and PremiumBy business type
Retail and eCommerceWellness and classesProfessional servicesReal estateEducation and coursesAgencies and teamsA sales funnel in WhatsApp
Turn the inquiry into an opportunity with a stage and owner. Board and chat together, so you know who to follow up with.
1 funnel with Standard, 3 with Advanced and 10 with Premium. Account-wide limit.
Check1
Suggestion0
Won0
Today · just created
How much is the monthly membership?
Marc owns this opportunity
Create the opportunity from the chat and assign it to Marc.
Check0
Suggestion1
Won0
3 days in this stage
1 day ago · “I’ll check and let you know.”
Follow-up pending · Marc decides when to message
Check time in stage and the last conversation. They are two different signals.
Check0
Suggestion0
Won1
Stage updated by Marc
Great, I’ll join this month.
Won · the team sees the change
Marc replies on WhatsApp and moves the card to won.
Set up the board around what you sell and how you sell it.
Create the stages you need: inquiry, proposal, confirmation or your own.
Set a day limit per stage to flag stalled opportunities.
Leave the next actions on the opportunity and check them in its record.
A visible owner to keep things moving
The owner appears on the opportunity. Admins and supervisors see the full board; other access depends on role.
Share the team’s workStageWhere the sale stands
OwnerWho follows up
ChatWhat was agreed
Your team moves cards by dragging them or changing the stage. You can also update opportunities through the API.
Standard allows 1, Advanced 3 and Premium 10. It is an account-wide limit based on your numbers’ highest plan.
Yes. The opportunity is linked to the contact and you can open their conversation from the board.