**To manage your sales pipeline with Papo's Projects module (https://papo.global/), you create an adapted Kanban board with columns that represent each stage of the funnel, and turn each deal into a task enriched with checklists, documents, due dates, and conversation links. This approach offers greater depth in collaboration and detail for sales activities, complementing the platform's native sales Kanban.**

The Projects module was designed to organize team deliverables and tasks in visual folders, but it can easily be adapted to manage a sales funnel. Although Papo already has a dedicated CRM Kanban for deals (with conversion metrics and lead stages), using Projects for the pipeline is an interesting alternative when the team needs a higher level of detail for each opportunity, such as checklists, real-time editable documents, and intense collaboration within each card.

## Adaptation summary: Projects as a sales pipeline

| Funnel Stage | Project Column | How to use the Task (deal) |
| :--- | :--- | :--- |
| Prospecting | "New Leads" | Create a task with company/contact name and first point of contact. |
| Qualification | "Qualification" | Add a criteria checklist (pain, budget, decision-maker) and attach materials. |
| Proposal | "Proposal Sent" | Attach sales presentation, set follow-up deadline. |
| Negotiation | "In Negotiation" | Record objections, create adjustment subtasks, and team comments. |
| Closed (Won) | "Closed" | Move task to final column, mark as complete, and record value. |
| Lost | "Lost" | Enter loss reason in description or note, archive task. |

## How to build your sales pipeline in the Projects module

Follow this step-by-step to structure the funnel, register opportunities, and collaborate with the sales team.

### 1. Create the Project and configure the funnel columns

1. In Papo's side menu, click **Projects**. If the module doesn't appear, check with the account administrator whether it is active and your profile has permission.
2. Create a new project with a name such as "Sales Pipeline" or "Sales Funnel".
3. The project will be created with the default columns **To do**, **In progress**, and **Done**. Rename them to the stages of your sales process: for example, "Prospecting", "Qualification", "Proposal", "Negotiation", "Closed", and "Lost". You can add as many columns as needed by dragging the titles to organize the order.

### 2. Add deals as tasks

1. In the first column (e.g., "New Leads"), click to add a new task.
2. Fill in the fields:
   - **Title:** company or contact name (e.g., "Example Company - Gold Plan").
   - **Description:** opportunity context, estimated value, and relevant notes.
   - **Priority:** use "Hot", "Warm", or "Cold" to signal the level of interest.
   - **Due Date:** deadline for the next action, such as a meeting or proposal send.
   - **Assignee:** assign it to the responsible salesperson or SDR.
3. You can create multiple tasks to represent each active opportunity.

### 3. Enrich the task with details and materials

Within each task, the Projects module lets you go far beyond a simple card.

- **Checklists:** create a verification list with qualification steps (e.g., "Validate CNPJ", "Confirm decision-maker", "Check competitors").
- **Attachments:** add PDF proposals, budget images, or contracts.
- **Editable documents:** collaborate in real time on text documents directly in the task.
- **Conversation links:** insert links to customer messages on WhatsApp or Instagram, keeping the entire history accessible.

These features make the task work as a complete dossier of the deal.

### 4. Move tasks through the pipeline

As the deal advances, simply drag the task card to the next column. For example, when you send the proposal, move it from "Qualification" to "Proposal Sent". This visual movement shows the entire sales team the current stage of each lead and helps identify bottlenecks (such as many tasks stuck in the same stage).

### 5. Collaborate with the team within each opportunity

Use task comments to discuss strategies, objections, or next steps. The change history is recorded, so any team member can take over a deal and have the complete context.

### 6. (Optional) Reflect the deal in the CRM Kanban

If you want to use the sales reports and metrics of the native Kanban, you can create a deal in the CRM and relate it to the Project task. Although the link is not automatic, simply copy the task link and paste it into the deal description, or vice versa.

## Who this approach is useful for

- **Teams that need a pipeline with many subtasks** (e.g., sending documentation, multiple approvals).
- **Managers who want full visibility into activities** without opening every conversation.
- **Sales operations with complex processes**, such as B2B sales or consultancies.
- **Teams already using the Projects module** for other deliverables and wanting to unify management in a single tool.

Remember that Papo's CRM sales Kanban remains the recommended tool for funnels with conversion metrics, lead scoring, and follow-up automations.

## Frequently Asked Questions

### Can I use the Projects module instead of the Sales Kanban?

Yes. You can fully adapt your sales pipeline with Projects. However, the Sales Kanban (CRM) offers native resources such as lead_status, win/loss tracking, and automatic conversion rate reports. The choice depends on the level of detail and collaboration your operation requires.

### How do I connect a task to a CRM contact?

There is no automatic linking. The best way is to manually insert the conversation or contact link in the task description field. This way, any team member can access the customer history with one click.

### Can tasks generate deadline reminders?

Yes. When you set a Due Date on the task, the assignee sees the deadline on the Kanban board and can prioritize their activities.

### Do I need special permission to access the Projects module?

Access to the module may depend on your user profile permissions. If the **Projects** item is not visible in the side menu, ask the administrator to review your permissions in the account settings.

### Can I create pipeline tasks from Super Chat?

Yes. In Papo's Super Chat, you can type commands such as:
`create task 'Meeting with Company X' with urgent priority for tomorrow in the Sales Pipeline project`
The AI interprets the request and creates the task in the project's default column, speeding up the registration of new opportunities.

### Is it possible to have multiple pipelines?

Yes. Simply create a new project for each different pipeline (e.g., "B2B Sales", "Renewals", "Partnerships"). You can customize the names and columns of each one.

## Read also

- [How to turn a WhatsApp conversation into a deal in the CRM Kanban with one click](/hc/papo/articles/how-to-turn-whatsapp-conversation-into-deal-kanban-crm-one-click)
- [How to use Internal Notes to collaborate on a support conversation](/hc/papo/articles/how-to-use-internal-notes-for-collaboration)

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