Track deals on the Pipeline board

See every lead by stage, and move a deal yourself when something happened outside WhatsApp.

4 min

1
Open Pipeline
Tap Pipeline in the menu. The top shows the Open value of all open deals.
Open this in Nuha Chat
2
Read the columns
There are six stages: New lead, Qualified, Offer sent, Payment pending, Won and Lost. Each card shows the customer, what they want, the value and whether Nuha or Team is handling it.
Pipeline · Board
🆕 New lead 8 · 🎯 Qualified 5 · 📨 Offer sent 3
⏳ Payment pending 2 · 🏆 Won 10 · 💔 Lost 4
Sketch of the Pipeline · Board screen
3
Move a deal
Drag a card to another column. On a phone, use the stage menu under the card. You can also use the List tab.
4
Record a sale paid outside WhatsApp
Moving to Won opens Record the sale. Enter Amount paid (RM), choose Cash, Bank transfer or Other, and tap Record sale & move.
Record the sale
Amount paid (RM): 250
How did they pay? Cash · Bank transfer · Other
Record sale & move
Sketch of the Record the sale screen
5
Fill in other moves
Moving to Offer sent or Payment pending asks for the deal amount. Moving to Lost asks why.
6
Open a deal
Tap a card to open the chat (or the contact if there is no chat).

Tips

Deals move by themselves when the customer replies, gets an order or pays. Move a card only when something happened outside WhatsApp.
For CHIP payments you don’t need to record the sale. The deal moves to Won by itself.
Every move is kept in the customer’s Timeline.

A customer is missing from the board.

Archived contacts and contacts over your plan limit are not shown in the Pipeline.

Moving a Won deal shows a warning.

That deal was marked Won by hand. Moving it removes that sale and its receipt so your sales are not counted twice.