CRM Pipeline

A Kanban board next to your chats. Every WhatsApp conversation can sit in a stage — Lead, Qualified, Proposal, Won or Lost — so you always know where a deal stands.

1. 1

   Open a chat, then click the Pipeline icon in the InboxCRM sidebar (or the Pipeline tab in the chat-tools panel next to any open chat).

2. 2

   Pick a stage from "Move to stage" — the chat's card appears on your board instantly.

3. 3

   Open the full board (Pipeline icon) to see every stage as a column, drag cards between stages, or add a card manually with a name or phone number.

4. 4

   Rename stages, change their colour, or add new stages with "+ Stage" to match how you actually sell.