Topic inWhatsApp & Conversations
Deals & Sales Pipeline
4 articles
Deals track enquiries that have not become orders yet, such as a customer asking about a repair, a quote you sent or a follow-up you owe. Each deal is a card that moves through your pipeline stages, by hand or automatically as orders and payments progress.
Topics in WhatsApp & Conversations
Get started with deals
Keep customer enquiries in view, from the first message to the next follow-up.
Read articleSet up your sales pipeline
Give your team a clear path for handling customer enquiries.
Read articleKeep track of your deals
Know which enquiries need attention and who is handling them.
Read articleClose a deal as won or lost
Know how to finish each enquiry with the right outcome.
Read article
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