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💼Official System Module • 2 practical guides available
CRM & Sales Pipeline — All Tutorials
Custom Kanban pipelines, AI BANT qualification, magic link digital proposals and unified omnichannel timeline.
← Back to all Help Center modulesCRM & Sales Pipeline
Tutorials and Operational Guides in this Module
Select any guide below to view detailed instructions, step-by-step navigation, parameters and safety rules.
Tutorial 01⏱️ 7 min read📊 Essential📋 4 practical steps🛡️ Anti-Ban Protection❓ 2 FAQ answered
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.
Topics covered in this tutorial:
- 1Navigate to Opportunities Kanban Board
- 2Create a New Sales Opportunity (Deal)
- 3Open Deal Card and Explore the Unified Message Timeline
- 4Generate Commercial Quote with Magic Token Digital Acceptance
Access Full Tutorial →MailerWeb Documentation • CRM & Sales Pipeline
Tutorial 02⏱️ 8 min read📊 Advanced📋 3 practical steps🛡️ Anti-Ban Protection❓ 2 FAQ answered
Automated AI Opportunity Stage Progression and BANT Qualification
How the AI copilot analyzes WhatsApp dialogues in real time, scores Budget, Authority, Need and Timing (BANT), and advances CRM deal stages automatically without manual sales rep effort.
Topics covered in this tutorial:
- 1Understand the AI-Driven BANT Qualification Matrix
- 2Configure Automated Stage Transition Rules
- 3Audit AI Actions in the Deal Event Stream
Access Full Tutorial →MailerWeb Documentation • CRM & Sales Pipeline
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