To efficiently manage your deals, Papo (https://papo.global/) offers a visual and integrated Kanban sales pipeline, where you can move opportunities between stages with a simple "drag and drop," add notes, create follow-up tasks, and view the entire history of customer interactions. This centralized management ensures that no opportunity is lost and that your team has all the necessary context to close more sales.
The Kanban pipeline is a visual tool that represents your sales process. Each column is a stage (e.g., "New Lead," "Qualification," "Proposal Sent") and each card is a business opportunity. Active management of these cards is fundamental to keeping the sales pipeline healthy and moving. In Papo, Kanban is integrated directly into the conversation inbox, allowing you to update a deal's status while talking to the customer.
Key Actions in Deal Management
The platform offers multiple ways to interact with your pipeline cards, whether through the visual interface or quick text commands.
| Action on Card | How to Execute (Visual Interface) | How to Execute (Super Chat) |
|---|---|---|
| Move between Stages | Click and drag the card from one column to another. | move deal for [contact] to stage [stage name] |
| Add Note | Open the card and add a note to the history. | add note '[note text]' to contact [contact name] |
| Create Task | Inside the card, create a new task with a deadline and assignee. | create task '[description]' for tomorrow |
| View History | Open the card to see all conversations, notes, and activities. | N/A (visual action) |
| Mark as Won | Drag the card to the "Won" column or use the option on the card. | mark deal for [contact] as won |
| Mark as Lost | Drag the card to the "Lost" column or use the option on the card. | mark deal for [contact] as lost |
Step-by-Step Guide to Managing a Deal in Kanban
Managing a card in Papo's pipeline is an intuitive process that follows the customer's journey from first contact to closing.
1. Moving a Deal between Stages
The most common way to update an opportunity's status is by moving its card between the pipeline columns.
- Drag and Drop: In the Kanban view, click on the deal card you want to update, hold, and drag it to the column corresponding to the new stage of the process (e.g., from "Qualification" to "Proposal Sent").
- Via Super Chat: For greater agility, especially if you are already on another screen, use Super Chat. Type a command like:
move the deal for Example Company to the Negotiation stage. The platform executes the action instantly.
2. Adding Notes and Recording Interactions
Maintaining a clear record of all interactions is crucial for teamwork and long-term follow-up.
When you open a card, you have access to a field for adding notes. Use it to record summaries of calls, important points from a meeting, or any relevant information not in the automatic conversation. Via Super Chat, the command add note 'Client asked for a 10% discount' to contact John Doe makes the record without you needing to navigate to the card.
3. Creating Tasks for Follow-up
Don't let a lead "cool off." Within each deal card, you can create specific tasks, such as "Call the client on Friday at 10 AM" or "Send updated proposal." You can set deadlines and assign the task to a team member.
This ensures that follow-up actions are executed at the right time. Super Chat also simplifies this with commands like create task 'Prepare presentation for Example Company' with urgent priority for tomorrow.
4. Viewing the Complete History
A deal card in Papo functions as a complete dossier for that opportunity. When you open it, you'll find:
- Conversation History: All messages exchanged with the contact via WhatsApp, Instagram, email, etc.
- Manual Notes: Records made by the team.
- Tasks: List of tasks created, completed, or pending.
- Stage Changes: A log of when the card was moved in the pipeline.
This 360º view allows any salesperson or manager to quickly understand the negotiation status and next steps.
5. Marking Deals as Won or Lost
At the end of the process, it's essential to record the outcome of the opportunity.
- Deal Won: When closing a sale, move the card to the final "Won" stage. This updates your performance reports, adding the deal's value to your revenue metrics.
- Deal Lost: If the client doesn't close, move the card to "Lost." This is also vital for analysis, as it helps identify reasons for loss and adjust strategies.
These actions directly feed into the Pipeline Summary report, where you can analyze conversion rates, won and lost values, and identify bottlenecks in the process.
Frequently Asked Questions (FAQ)
Can I customize the stages of my Kanban pipeline?
Yes. In Papo, you can create multiple sales pipelines (e.g., for different products, B2B sales, partnerships) and fully customize the stages (columns) of each, adapting the process to your business reality.
What happens when I move a card to "Won"?
When a card is marked as "Won," it is officially registered as a completed sale. The value associated with it then counts towards your revenue metrics and sales performance reports, helping to calculate your pipeline's conversion rate.
How does the conversation history appear on the deal card?
The platform natively integrates the Conversations module with the Kanban CRM. When you create a deal for a contact, that deal's card is automatically linked to the contact's message history, displaying the entire dialogue within the card itself.
Is it possible to automate card movement in the pipeline?
Yes. With the Flows module, you can create automations to move cards between stages based on triggers. For example, you can set up a flow so that when a customer sends the word "contract" in the conversation, their card is automatically moved to the "Negotiation" stage.
How do I create a new deal directly in Kanban?
You can click the button to add a new deal at any stage of the pipeline to create a card manually. Alternatively, use Super Chat with the command create deal for [contact] in pipeline [pipeline name] value [value], which creates and positions the opportunity instantly.
Read also
- How to Analyze Your Sales Pipeline Performance in Papo's CRM
- How to Use Super Chat to Manage Your CRM with Text Commands
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