Sales Pipeline (Deals)
The Deals screen is a built-in sales CRM: a drag-and-drop Kanban board where you track every opportunity through your own pipeline stages and close it without leaving WhatsApp. It connects your conversations, orders, automation flows, and reports into one lead-to-sale loop.
Plan feature. The Sales Pipeline is a paid feature (access_sales_pipeline), enforced on the server. If you do not see Deals in your menu, your plan does not include it — see Plan Enforcement.
How it works
Each workspace gets a pipeline made of ordered stages (a default ladder is created for you automatically). A deal is one opportunity: it has a title, a value, an owner, a linked contact, and lives in exactly one stage at a time. Every change is written to the deal's activity timeline.
- Stages — the columns on the board (e.g. New Lead → Qualified → Proposal → Won / Lost). You can rename and reorder them; a stage can be flagged as a won or lost stage.
- Status follows the stage — when you drag a deal into a won or lost stage, its status and the won/lost date are set for you automatically, and the move is logged to the timeline.
- Timeline & tasks — notes, calls, messages, stage changes, and follow-up tasks (with a due date) all appear on the deal's timeline.
How to enable & set up
- Make sure your plan includes it. The platform admin enables the Sales Pipeline feature on the plan under Admin → Packages. Workspaces on that plan then see Deals in the menu.
- Open
/deals. The default pipeline and its stages are created the first time you visit — no setup required to start. - Adjust your stages. Use the board's settings to rename, reorder, add, or remove stages so they match your sales process, and mark which stages mean Won and Lost.
- (Optional) Auto-create deals from orders. In the board's settings, turn on create a deal automatically from new orders and set a minimum order value. This is off by default.
Five ways a deal is created
Every deal records where it came from, so you can see how your pipeline fills up.
| Source | How |
|---|---|
| Manual | The New deal button on the board. |
| Team Inbox | The Create deal button on any conversation — it links the deal to that contact and chat. |
| Order | Automatically from a store order when you enable it (opt-in, with a minimum value). |
| Flow | A Create / move deal step inside a Flow. |
| REST API | POST /api/v1/deals — see the REST API. |
How it connects to the rest of WaDesk
- Contacts & Team Inbox — every deal links to a contact; the inbox shows a deals panel for the open conversation, and Message on WhatsApp from a deal opens that contact's chat.
- Flows (both directions) — moving a deal to a stage can fire the deal stage changed trigger to launch a WhatsApp Flow; and a flow can itself create or advance a deal. So chats drive the pipeline and the pipeline drives chats.
- Orders — a new store order can open a deal automatically (opt-in).
- Notifications & reminders — the deal owner is alerted when a deal is assigned or won/lost, and overdue follow-up tasks nudge the owner automatically.
- Reports —
/deals/reportsshows value by stage, win-rate, a weighted forecast, and an agent leaderboard.
Managing deals over the API
The full pipeline is available through the REST API at /api/v1/deals (list, create, read, update/advance stage, delete), authenticated with a workspace API key. See the REST API guide.