How to Operate the Sales Funnel in CRM Kanban (From Lead to Won Deal)

Visual guide to creating sales deals, moving cards across stages, tracking revenue quotas and forecasting sales with probability-weighted pipeline values.

⚡Mandatory Prerequisites & Initial Checklist

✓Access to CRM module in Dashboard V2.
✓Existing contacts in database to associate with sales opportunities.

📋Step-by-Step Instructions in Dashboard

Navigate to Opportunities Kanban Board

👉 Where to Click:Left Sidebar > CRM > Sales Funnel (Kanban)

The CRM presents sales deals in vertical columns matching your sales cycle (e.g. Lead In, Qualification, Meeting Booked, Proposal Sent, Negotiation, Won / Lost). Each column header displays total deal count and aggregated financial value.

Create a New Sales Opportunity (Deal)

👉 Where to Click:CRM Kanban > Orange Button '+ New Opportunity'

Enter deal parameters to begin pipeline tracking:

Field Dictionary & Parameters:

Título da OportunidadeNome identificador (ex: 'Plano Anual - Construtora Silva', 'Implementação ERP - 50 Licenças').

Contato / Empresa VinculadaSelecione o cliente cadastrado. Ao vincular, todo o histórico de conversas do WhatsApp é associado ao card.

Valor Estimado (R$)Valor total previsto do fechamento ou receita recorrente mensal (MRR).

Data Prevista de FechamentoData estimada para conclusão da venda (o sistema rejeita datas no passado para manter a precisão das metas).

Vendedor / Closer ResponsávelMembro da equipe encarregado de conduzir a negociação.

Open Deal Card and Explore the Unified Message Timeline

👉 Where to Click:Click any Kanban Card > Detail Slideout Drawer

Opening a deal drawer surfaces the 'Message History' tab without switching to Inbox: view live WhatsApp transcripts, sent emails, audio messages and private team notes in a single chronological stream.

Generate Commercial Quote with Magic Token Digital Acceptance

👉 Where to Click:Deal Details > 'Quotes' Tab > '+ Create Quote'

Build a quote choosing products, terms and discounts. MailerWeb generates a secure public 'Magic Link' (e.g. app.mailerweb.com.br/proposal/xyz123). When the customer views and clicks 'Accept Proposal', the CRM alerts the closer instantly and moves the deal to 'Closed Won'!

🚨Critical Safety Rules & Ban Protection

🛡️Stagnant Deal Alerts: Deals inactive for 15+ days receive yellow/red warning badges. Deploy polite follow-up cadences to re-engage leads gracefully.
🛡️Reliable Revenue Forecasting: Configure stage probabilities according to historical closing rates so executive forecasts remain accurate.

❓Frequently Asked Questions & Troubleshooting

P:Can I run multiple sales pipelines in one account?

Yes! Create separate pipelines (e.g. 'Inbound Sales', 'Account Expansion', 'Partnerships') and switch between them via the top selector dropdown.

P:How does the customer sign via Magic Link?

The customer inputs their legal representative name, ID number and clicks 'Accept'. The system records timestamp, IP address and device fingerprint for legal auditability.

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MailerWeb Knowledge Base • Atualizado em 2026 • Documentação Oficial do Usuário