**To turn a WhatsApp conversation into a deal in Papo's Kanban CRM (https://papo.global/), just use the option to create a Deal directly on the service screen. In one click, the contact and the entire conversation history are automatically linked to the new card, which appears in the sales funnel for opportunity tracking.**

When a lead shows commercial interest during a WhatsApp conversation, the time to act is immediate. Copying information, switching tabs, and manually logging the opportunity in a spreadsheet or external CRM creates friction, delays follow-up, and increases the risk of losing the sale. Papo eliminates these steps by allowing the agent to create a Deal with one click, without leaving the conversation screen.

## Flow summary: from conversation to funnel

| Step | Action | What happens |
| :--- | :--- | :--- |
| **1. Active conversation** | The lead sends a message with purchase intent via WhatsApp. | The conversation appears in Papo's unified inbox. |
| **2. Deal creation** | The agent clicks the option to create a Deal on the conversation screen. | The creation form opens with the contact already linked. |
| **3. Quick setup** | Fill in title, value, funnel, stage, and owner. | The card is created with the opportunity information. |
| **4. Visual tracking** | The card appears in the corresponding column of the Kanban funnel. | The sales team moves the card between stages until closing. |

## Why create the Deal directly from the conversation

The biggest enemy of sales conversion is time. When a lead asks about price, availability, or terms, an immediate response defines whether they move forward or look for a competitor. But just as important as responding quickly is ensuring that this opportunity enters the sales pipeline and doesn't get forgotten among dozens of chats.

Creating the Deal at the time of the conversation brings three direct benefits:

- **Context preserved:** The entire conversation history is linked to the card. When a salesperson opens the Deal in Kanban, they will see exactly what was discussed, without needing to ask the agent for a summary.
- **Guaranteed follow-up:** The card in the funnel serves as a visual and actionable reminder. If the negotiation cools down, it becomes clear that contact needs to be resumed.
- **Accurate reports:** Each Deal created feeds the platform's sales reports with real data on opportunity volume, conversion rates, and projected revenue.

## How to create a Deal from a WhatsApp conversation

The flow is direct and designed not to interrupt service. While chatting with the customer, the agent can generate the opportunity without switching modules.

### 1. Identify the right moment
During the conversation, the lead may ask about plans, request a proposal, show purchase intent, or ask for a quote. These are the ideal triggers to create a Deal. You don't need to wait until the end of the conversation: the sooner the opportunity enters the funnel, the sooner the sales team can act.

### 2. Create the card with one click
On the conversation screen itself, the platform offers the option to create a Deal. When you select it, a form opens. The conversation contact is already linked automatically — no manual search is needed.

### 3. Fill in the essential fields
The information needed for the card is simple and quick to fill in:

- **Title:** A name that identifies the opportunity. Example: "Premium Plan - João Silva" or "Website Quote - Store X".
- **Value:** The estimated or agreed sale value. Essential for revenue forecasting in reports.
- **Funnel and Stage:** Choose which pipeline the card will enter and which column it starts in. If the lead has just shown interest, stages such as "New Lead" or "Qualification" are the most suitable.
- **Owner:** Assign the Deal to a specific salesperson on the team, who will lead the negotiation from there.

### 4. Save and continue the conversation
After confirming creation, the card appears instantly in the Kanban funnel. The agent can return to the conversation and continue service as usual, while the opportunity is already visible to the entire sales team.

## What happens next: managing the Deal in Kanban

Once in the funnel, the card follows your company's sales flow. The team can move the Deal between stages by dragging and dropping the card from one column to another — from "Qualification" to "Proposal Sent", then to "Negotiation", and finally to "Won" or "Lost".

At any time, any team member can open the card and access the complete history of the original conversation. This ensures the salesperson has all the context needed to continue the negotiation, without asking again for information the lead has already provided.

## Who this flow is for

Creating Deals directly from the conversation is useful for any company that uses WhatsApp as a sales channel:

- **Salespeople and SDRs:** To capture opportunities in the heat of the moment, without wasting time on administrative tasks.
- **Service teams:** To forward qualified leads to the sales team in a structured way and with complete context.
- **Sales managers:** To have real-time visibility into how many opportunities are being generated by service and what the conversion rate of that channel is.

## Frequently Asked Questions (FAQ)

### Do I need to leave the conversation to create the Deal?
No. The Deal is created on the service screen itself, without interrupting the conversation with the lead. The form opens over the chat interface, and the contact is linked automatically.

### Is the conversation history saved on the Deal card?
Yes. When you create the Deal from the conversation, the entire chat history is linked to the card. Any team member who opens the Deal in the Kanban funnel can access the original conversation.

### Can I create a Deal from channels other than WhatsApp?
Yes. The same feature is available for Instagram, Facebook, Telegram, website chat, and other channels connected to Papo's inbox.

### What happens if the lead already has an active Deal?
The platform links the conversation to the contact. If the contact is already associated with an ongoing Deal, you can choose to update the existing card or create a new one, depending on the nature of the new opportunity.

### How does the Deal appear in sales reports?
As soon as the card is created, it enters the funnel metrics. Papo's sales reports show the volume of new Deals, distribution by stage, conversion rate, and total pipeline value, segmented by funnel and period.

### Can I automate Deal creation with AI?
Yes. Papo's Super Chat, the conversational AI agent, can be configured to identify purchase intentions in conversations and automatically create a Deal card in the funnel, already filled with the relevant information. In this case, the human agent receives the opportunity ready for follow-up.

## Read also

- [What are Deals and how to create them in Papo's CRM?](/hc/papo/articles/what-are-deals-and-how-to-create-them-in-papos-crm)
- [How to create and customize your sales funnel in the Kanban CRM](/hc/papo/articles/how-to-create-and-customize-your-sales-pipeline-in-kanban-crm)
- [Understanding the Sales Report: How to analyze your conversion rates?](/hc/papo/articles/understanding-sales-report-how-analyze-conversion-rates)

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