Pipelines

This page covers configuring deal pipelines and automating lead progression through stages.

Pipeline Architecture

Content coming soon.

Visual deal stages and funnel structures
Custom pipeline creation for different services or campaigns
Setting deal values and expected close windows

Automated Stage Progression

Content coming soon.

Moving leads automatically based on conversation outcomes
Advancing stages when a customer agrees to next steps during a call
Marking deals as Won or Lost based on customer intent

Pipeline Metrics

Content coming soon.

Tracking stage conversion rates across Web Calls and WhatsApp interactions
Identifying drop-off points in conversational funnels