WebPingThis guide explains Pipelines with simple text and arrows, so you can follow it without screenshots.
Quick flow
Flow 1Qualified chat -> Deal created -> Next step -> Stage updates -> Won/Lost review
Steps
1
Step 1
Create stages that match your sales process.
2
Step 2
Create/move a deal from a qualified conversation.
3
Step 3
Assign owner, value, and next step.
4
Step 4
Update stage as the conversation progresses.
5
Step 5
Review won/lost outcomes and stuck deals.
Tip
Every deal should have an owner and a clear next step.
What this helps with
Track deals created from WhatsApp conversations and follow up on time. Use this page when your team needs a clear, repeatable way to work in WebPing.