Learn how to move leads through a sales pipeline from new to closed
To move leads through a sales pipeline, define 7 stages: new, qualified, demo, trial, proposal, closed won, and closed lost. Set a 14-day conversion target for each stage. Use a WA CRM to track progress. Move leads by scheduling 3 follow-ups at 3, 7, and 10 days. Assign a lead owner and update the pipeline daily.
Define 7 stages: new, qualified, demo, trial, proposal, closed won, and closed lost. Each stage has a clear goal. Set a 14-day conversion target for each stage.
New leads enter the pipeline. Qualified leads show interest. Demo leads request a demo. Trial leads start a free trial. Proposal leads receive a proposal. Closed won leads become customers. Closed lost leads do not become customers.
Use a best WhatsApp CRM to track progress. Assign a lead owner and update the pipeline daily.
Set a 14-day conversion target for each stage. This ensures leads move through the pipeline. Use data to adjust targets.
Track conversion rates and adjust targets. Use a WA CRM to track progress.
Set targets based on industry benchmarks. Research industry benchmarks to set targets.
Schedule 3 follow-ups at 3, 7, and 10 days. This ensures leads stay engaged.
Use a WA CRM to schedule follow-ups. Assign a lead owner and update the pipeline daily.
Personalize follow-ups based on lead interactions. Use lead data to personalize follow-ups.
Assign a lead owner to each lead. This ensures leads receive attention.
Use a best WhatsApp CRM to assign lead owners. Update the pipeline daily.
Lead owners manage lead interactions. They ensure leads move through the pipeline.
Update the pipeline daily. This ensures leads move through the pipeline.
Use a WA CRM to update the pipeline. Assign a lead owner and track progress.
Update pipeline based on lead interactions. Use lead data to update pipeline.
Move leads by scheduling follow-ups. Use a best WhatsApp CRM to schedule follow-ups.
Move leads based on interactions. Use lead data to move leads.
Move leads to next stage when ready. Use pipeline stages to determine readiness.
Avoid not defining pipeline stages. This causes confusion.
Avoid not setting conversion targets. This causes stagnation.
Avoid not scheduling follow-ups. This causes disengagement.
Optimize pipeline by tracking data. Use a WA CRM to track data.
Optimize pipeline by adjusting targets. Use data to adjust targets.
Optimize pipeline by improving interactions. Use lead data to improve interactions.
About WA CRM
WA CRM is a free Chrome extension that adds a lightweight CRM right inside WhatsApp Web. Capture any chat as a lead in one click, set stages, temperature and follow-up reminders, and sync everything to Google Sheets — no WhatsApp Business API, no number migration, ready in about two minutes.
FAQ
A sales pipeline is a series of stages that a lead goes through to become a customer. It includes stages such as new, qualified, demo, trial, proposal, closed won, and closed lost. Use a [WA CRM](/) to track progress.
Define 7 stages: new, qualified, demo, trial, proposal, closed won, and closed lost. Each stage has a clear goal. Set a 14-day conversion target for each stage. Use a [best WhatsApp CRM](/best-whatsapp-crm) to track progress.
WA CRM and WATI are both WhatsApp CRMs. However, WA CRM is a free Chrome extension that turns WhatsApp Web into a CRM. See [WA CRM vs WATI](/vs/wati) for more information.
Schedule 3 follow-ups at 3, 7, and 10 days. Use a [WA CRM](/) to schedule follow-ups. Assign a lead owner and update the pipeline daily. Personalize follow-ups based on lead interactions.
Learn more about WhatsApp guides at [more WhatsApp guides](/learn). This resource provides information on how to use WhatsApp for sales and marketing.