What it is
Kanban view to move leads through sales stages.
Tenant menu: Core → Pipeline board
As a partner
Enable kanban permission for sales teams. Stages are workspace-specific — document your recommended funnel for clients.
Step-by-step (for your customers)
Open Pipeline board.
Drag contact cards between columns (stages).
Click a card to open chat or edit contact details.
Configure stages in settings if your deployment customized funnel names.
Common mistakes
Skipping WABA connection before using this feature.
Missing role permissions — if menu item is hidden, check agent role in Admin.
Testing with production contacts before validating in a small test segment.
Related
Integrate WABA
Dashboard overview