Keep your sales pipeline up to date on WhatsApp
After a call or a meeting, tell Mei where the talk has got. She updates the lead's card and reminds you on the follow-up day.
Good to know
- "Make a quotation for Koo RM5,000" makes the quotation document. "Koo has the quote now, RM5,000" only notes it in the pipeline. When it is not clear, Mei asks which one you mean.
- Staff can update and list only the leads they own.
On the pipeline page
- A card only shows the name, the amount, the next follow-up day (red when it is late) and the last note. Tap a card to open its panel.
- In the panel: Template sends a WhatsApp template (pick it, then Send), Call them dials the number, Won and Not won close the deal, and the stage buttons move it on. Under Next follow-up, tap Tomorrow, In 3 days or Next Monday, or Pick a date and Save. Under Progress notes write what was said and Save. Edit changes the amount, the salesperson and the tags. Remove from pipeline takes the card off and keeps the contact in Contacts. If the customer replied STOP, the Template box says so instead of showing Send.
- On a phone a row of stage tabs sits at the top, with To follow up first (late and due today). Tap a tab, or swipe left or right, to change stage. On a computer the stages sit side by side and you can drag a card to another stage.
- Open Search and filter, then tap Overdue, Follow up today, This week or No follow-up date to see only those cards. You can also find a name, company or phone, or show one tag, one salesperson or one stage. Last 7 days shows cards added, moved or noted this week.
- Say it the way you would tell a partner: "Koo has the quote now, RM5,000, follow up next Tuesday". Mei shows what will change on Koo's card (stage, amount, next follow-up, what was said) and saves it when you reply 1.
- A new name gets a new card after your 1. Anything you did not say stays as it was.
- "Koo closed" marks it won. "Lim did not go ahead, too expensive" marks it lost with the reason. "Koo is an agent" adds a tag.
- Ask "who do I follow up this week?", "who has not been followed up for 7 days?" or "how many are at quotation and how much?" for a list of up to 10, with a link to the pipeline page.
- On the follow-up day, the morning brief has one part for everyone to follow up, with the stage, the amount and the last thing said.
- Wrong? Reply "undo" and the card goes back as it was.
Open this in Boss Next guide: Find a contact and act on it from your phone