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CRM: pipelines, kanban and deals

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Conversa Labs

Conversa Labs

Last updated on Jun 27, 2026

Overview

The ConversaLabs CRM organizes your sales opportunities into pipelines (funnels). Each pipeline has stages (for example, Lead, Qualified, Proposal, Negotiation, Won, Lost), and each opportunity is a deal that moves across stages on a kanban board.

A deal brings together everything that matters about the opportunity: title, value, current stage, priority, owner, related contact and company, expected close date and the movement history. When a deal is won or lost, you record the date and, optionally, the reason.

Prerequisites

  • The CRM (pipelines) module must be enabled for the account — it is usually on by default.
  • The CRM management permission to create and move deals. Without it, you can only view.
  • Contacts created so you can associate them with deals.

Step by step

Create a pipeline

  1. Open the CRM from the sidebar.
  2. Create a new pipeline. You can start from a ready-made template (by niche) or build from scratch.
  3. Adjust the stages: name, order and close probability for each.

Create and move deals

  1. Inside the pipeline, create a deal with a title and, optionally, value and contact.
  2. Set priority, owner and expected close date.
  3. On the kanban board, drag the deal card across stages as it progresses.
  4. When done, mark the deal as Won or Lost, providing the date and the reason.

Settings & options

  • Stages: each stage has a name, color and probability (the "Won" stage is 100% and "Lost" is 0%).
  • Pipeline templates: a catalog of ready funnels by niche (B2B sales, real estate, e-commerce, post-sales, onboarding and more) to start quickly.
  • Deal fields: title, value, currency, priority, owner, contact, company, team and expected close date.
  • Deal health: the platform can compute a health indicator to flag stalled or at-risk deals.
  • Filters and saved views: save combinations of pipeline, period and filters to reuse.

Use cases

  • Track a visual sales funnel, with each deal in its stage.
  • Prioritize the portfolio by expected close date and deal health.
  • Connect the customer's conversation directly to the corresponding deal.
  • Measure conversion rates by stage and by pipeline in reports.

Tips, limits & best practices

  • Start with a simple pipeline; too many stages make the funnel hard to read.
  • Keep stage probability realistic — it feeds revenue forecasts.
  • Use the expected close date to prioritize and avoid forgotten deals.
  • Always record the loss reason to learn from opportunities that did not close.

Troubleshooting

  • I cannot move a deal: confirm you have the CRM management permission.
  • I do not see the CRM: the module may be disabled for the account — ask an administrator.
  • The forecast value is off: review the stage probabilities and each deal's value.

See also