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Step-by-step guides to set up and use OneWhats features.
Step-by-step guides
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Sales pipeline
Pipelines, stages, deals and follow-ups.
- Create a sales or service pipelineThe new pipeline appears in the selector with your configured stages.
- Switch pipelines and refresh dealsYou work in the selected pipeline; your screen preference remembers the last opened pipeline.
- Rename a pipelineThe pipeline name is updated without recreating its stages or deals.
- Copy another pipeline’s settingsStages and applicable settings are copied to the destination pipeline.
- Delete a pipelineThe pipeline, its stages and its deals are permanently deleted.
- Add a pipeline stageThe new stage is appended to the pipeline.
- Change a stage name and colorThe pipeline column uses the updated name and color.
- Reorder pipeline stagesStages appear in your chosen order.
- Delete an empty pipeline stageThe empty stage is removed from the pipeline.
- Set won and lost stagesThe stage receives the won or lost classification used by the pipeline.
- Write a stage criterion for the sales inspectorThe criterion becomes available to the sales inspector’s classification.
- Associate Meta events with a stageThe stage configuration includes the selected CAPI events.
- Add a deal manuallyA manual deal is created in the selected stage.
- Edit deal detailsThe deal details are updated on the card.
- Move a deal to another stageThe deal moves to the selected stage.
- Mark a deal as wonThe deal is recorded as won.
- Mark a deal as lost and record a reasonThe deal is recorded as lost with the reason you entered.
- Delete a dealThe deal is deleted from the pipeline.
- Sort deals within a columnEach column displays deals in the selected order.
- Search deals and filter by owner and dateThe board displays deals matching the selected filters together.
- Filter by label, product, temperature, follow-up and sourceThe board shows the selected group of deals.
- Export deals as CSVA CSV file containing deal data is downloaded.
- Generate a pipeline PDF reportYou obtain a report of loaded deals visible in the selected view.
- Hide personal details during a pipeline presentationFields marked for privacy are blurred on screen.
- Edit the value directly in deal detailsThe deal value is updated without opening the full edit form.
- Add or remove deal assigneesThe deal is associated with the selected assignee list.
- Change the assignee from the board shortcutThe primary assignee is updated from the board shortcut.
- Set a lead temperatureThe card displays the selected temperature and can be found using the corresponding filter.
- Set, change or remove a follow-up dateThe deal displays the selected follow-up date.
- Apply and remove deal labelsThe selected labels are associated with this deal.
- Add or remove deal productsThe deal product list is updated.
- Fill in commercial details, meeting and contract fieldsCommercial information is collected in the deal.
- Add extra fields to a dealThe deal stores the extra field you entered.
- View a lead’s sourceYou can review available attribution data for the lead.
- View a deal’s activity historyYou can review recorded events for this deal.
- Write, edit and delete deal commentsComments record context with author and time inside the deal.
- Mention someone in deal comments or tasksThe mention identifies the person and enables a notification in the panel.
- Attach files and paste screenshots in commentsFiles are attached to the deal comment.
- Show or hide pipeline fieldsThe pipeline field-display settings are updated.
- Rename a displayed field labelThe field uses the custom label in supported screens.
- Add, edit or remove field optionsProduct, source, potential or investment-range lists offer the configured options.
- Restore default field settingsField settings return to the defaults defined by the platform.
- Create a deal labelThe label becomes available in the account’s label list.
- Delete a label definitionYou request deletion of the label definition and check whether it persisted.
- Link WhatsApp numbers to a pipelineThe pipeline stores the selected numbers for features that use this association.
- Enable or disable automatic lead importEligible new contacts messaging the selected numbers enter the pipeline.
- Move leads automatically using a conversation phraseThe phrase-and-direction rule becomes part of the pipeline automations.
- Create a URL to receive form leadsThe form receives an inbound address linked to the selected pipeline and stage.
- Configure the form platform or field mappingInbound processing uses the configured platform and identifiers to interpret fields.
- Edit, pause or delete a form entry pointYou control which intake remains active and where new leads enter.
- Notify the team on WhatsApp when a form lead arrivesThe form entry point is configured to notify the selected recipients.
- Select groups to receive new-lead notificationsThe selected groups become recipients of new-lead notifications.
- Enable or pause automatic pipeline follow-upAutomatic sending is enabled or paused for this pipeline.
- Set the follow-up sending window and message delaySending uses the configured time window and message delay.
- Create, edit or remove follow-up stagesThe sequence is organized by offsets from the card’s date.
- Add, reorder or remove follow-up messagesThe stage messages are arranged in their processing order.
- Use an image, video or audio in follow-upThe message uses the chosen media.
- Record audio for follow-upThe recording is attached to the follow-up message.
- Personalize messages with name, phone and text variationsMessages can receive lead data and one randomly selected option from the configured lists.
- Stop the sequence when a lead repliesThe sequence can stop after a lead responds to a previous follow-up.
- Automatically schedule a new lead’s first follow-up for tomorrowEligible new leads get their card follow-up date set to tomorrow.
- Preview a message without sending itYou see sample text and the stage summary without sending a WhatsApp test.
- Send a follow-up test to your own numberMessages from the current stage are sent to the entered test number.
- Review recent follow-up sendsYou can review recent follow-up processing records for this pipeline.
- Understand board totals and indicatorsYou can distinguish pipeline totals from values shown in each column.