Sales pipeline

Kanban deals from first chat to won — stages, the inbox deal box, automation and reports.

Sales pipeline — deals on a Kanban boardTrack every WhatsApp lead as a deal in MeAPI — the default pipeline, custom stages, drag and drop between stages, list view and filters, won and lost reasons, deals from the inbox, custom fields, several pipelines, and what agents can see.Beginner · 12 minPipeline reports — value, win rate, agents and time in stageRead the MeAPI sales pipeline reports — open and weighted pipeline value, win rate and won value, average time to win, value by stage, time in stage, deals per agent and why deals were lost.Intermediate · 6 minAppointments — free times, bookings on WhatsApp, and a calendarLet customers book an appointment on WhatsApp from your real availability — working hours, slot length, places per slot, holidays — with a hold while they decide, no double bookings, reschedule and cancel, a day and week calendar for your team, and reminders tied to the booked time.Beginner · 8 min