Wacrm’s Pipelines feature brings a Kanban-style deal board directly into your WhatsApp CRM. Because every deal can be linked to a contact and a conversation, your sales team has the full message history alongside the deal — no tab-switching, no copy-pasting phone numbers into a separate CRM. Move deals through custom stages by dragging cards, and let automations advance them as conversations progress.Documentation Index
Fetch the complete documentation index at: https://mintlify.com/ArnasDon/wacrm/llms.txt
Use this file to discover all available pages before exploring further.
How pipelines work
A pipeline is a named sequence of stages. Each stage is a column on the Kanban board. Deals are cards that live in a stage and represent an active sales opportunity. When you first open the Pipelines page, Wacrm seeds a default Sales Pipeline with five stages:| Stage | Color |
|---|---|
| New Lead | Blue |
| Qualified | Yellow |
| Proposal Sent | Orange |
| Negotiation | Purple |
| Won | Green |
Analytics
Above the board, a summary row shows per-stage deal counts and total value, giving a quick health check without opening individual cards.Deal fields
Each deal record carries the following fields, sourced directly from theDeal type in src/types/index.ts:
| Field | Type | Description |
|---|---|---|
id | string | UUID primary key. |
title | string | Deal name displayed on the Kanban card. |
value | number | Monetary value of the deal. |
currency | string? | Currency code (e.g. USD). Defaults to the account-level currency set in migration 021. |
status | 'open' | 'won' | 'lost' (optional) | Outcome status. Won/lost deals can be filtered separately from open ones. Defaults to 'open' when not set. |
pipeline_id | string | The pipeline this deal belongs to. |
stage_id | string | The current stage. Updated on drag-and-drop. |
contact_id | string | null | The linked contact. null if the contact was deleted after the deal was created (history preserved). |
conversation_id | string? | The linked WhatsApp conversation, if any. |
assigned_to | string? | The user_id of the agent responsible for this deal. |
notes | string? | Free-text notes visible on the deal card. |
expected_close_date | string? | ISO 8601 date for pipeline forecasting. |
Creating a pipeline
Open the Pipelines page
Navigate to Pipelines in the sidebar. If no pipeline exists yet, Wacrm automatically seeds the default Sales Pipeline with five stages.
Add a new pipeline
Click Add Pipeline (requires Admin or Owner role). Enter a name such as “Enterprise Sales” and confirm. The five default stages are created automatically — you can customise them immediately.
Customise stages
Open Pipeline Settings (gear icon or the Manage Pipelines option in the pipeline selector dropdown) to rename stages, change their colors, reorder them by dragging, or delete stages that have no deals.
Drag-and-drop stage transitions
Move a deal to a different stage by dragging its card to the target column. The stage change is optimistically applied in the UI and persisted to Supabase in the background. If the server write fails, the card snaps back and a toast error is shown.Linking deals to conversations
Every deal can be associated with a specific WhatsApp conversation via theconversation_id field. This link can be established in two ways:
- From the Pipelines page: Open a deal card and select a conversation from the contact’s history in the deal form.
- From the Inbox sidebar: With a conversation open, the contact sidebar shows linked deals. Use the Create Deal button there to open a deal pre-populated with the contact and current conversation.
create_deal automation step can also create deals automatically when a trigger fires (e.g. when a contact sends a keyword), with pipeline_id and stage_id configured in the step.
Account-level default currency
The currency displayed on deal cards and in pipeline analytics defaults to the account-level currency configured in migration 021. Individual deals can override this with their owncurrency field. To change the account default, update the currency setting in your account settings.