Pipeline kanban

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The kanban view turns WhatsApp into a visual sales pipeline. Each card is a deal linked to one or more chats; columns are stages; drag-and-drop changes the stage instantly.

Kanban pipeline with three columns

The default pipeline

When you first open Kanban, Effess seeds a standard 5-stage pipeline:

1. New lead
2. Contacted
3. In negotiation
4. Won
5. Lost

You can rename, reorder, color-code, add, or delete columns from Pipeline settings.

Create a deal

There are two ways:

• From a chat — Inbox → open contact drawer → Create deal — fills the contact in automatically.
• From Kanban — Click + New deal at the bottom of any column.

A deal has: title, value, currency, expected close date, linked contacts, notes, custom fields.

Move a deal

Just drag the card to another column. The deal's stage and stage_changed_at fields update automatically. Use this as raw material for analytics later.

Pipeline view tips

• Press F to toggle full-screen (a dedicated tab opens at chrome-extension://.../kanban.html).
• Hold Shift while dragging to drop into a different pipeline, not just column.
• Cards turn amber if untouched for 7 days, red if 14 days. Tune the threshold in settings.

Multiple pipelines

Some teams want separate pipelines for Sales, Support, and Recruitment. Pipeline settings → + New pipeline. Switch between them from the dropdown in the top-left.