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A deal is an action related to the sale of a product or service to a specific customer.

Attributes

In the deals table, you can filter attributes (which are not standard).
Click on the arrow next to the Manage pipeline button. In the list that opens, uncheck the attribute you don't want to display in the table and check the one you want to display.

To do this, you need to change the display mode as shown in the screenshot below.

On the Kanban board, you can change the status of a deal, open detailed information, edit or delete a deal.

You can change the status of a deal by dragging the desired deal to another column.

You can view detailed information by clicking on the deal.

To edit or delete a deal, click on the three dots in the deal block.

This section contains the following information: Name, Deal external ID, Source

• Name

This is the internal name of the deal. You can use it to find this deal in the list and in the statistics of sent messages.

In this sections, you can set the status and enter the deal amount. These are mandatory attributes in all pipelines.

• Status

The status field is Select type, meaning you can select one of the statuses when creating the pipeline or add it automatically using the API. This field is required.

Clicking on Add an option will open a modal window where you can fill out status options automatically (using the API).

To fill out the status automatically (via API), specify the path to the value in the JSON object in the Path to the value in API-request field.

You can enter up to 10 statuses.
You can fill out statuses manually when editing the pipeline.

To make the Status field required, check the box under The field is required so that No changes to Yes.

After entering all the necessary data, click the Save button, and now, when creating new deals, the created statuses will be available (they can be changed at any time).

• Cost

Enter the deal amount here. You can type it in or use the + and - buttons.

• You can also add and customize your attributes by clicking the Add a field button.

In the opened window, enter the field name, select the field type, and specify whether the field is required.
If you plan to transfer deals via API, you can specify the path to the value in the JSON object.

In the Contact section, you can link a deal to an existing or new contact.

Clicking on the Find the contact button opens a window for searching for a contact by phone number. You must enter at least 3 digits to start the search. The drop-down list displays all matching contacts and their parameters.

By clicking Add a contact, you can create a new contact by specifying their phone number and variable values.

After selecting or adding a contact, it will appear in the section. The campaign will be sent to this contact.

In the opened window, enter the name of the pipeline, select possible deal statuses, and click Create. After that, the created pipeline will be available for selection.

Manage pipeline

To edit the pipeline name, deal statuses, or attributes, click on Manage pipeline.

1. General pipeline settings

You can edit the pipeline name and statuses in the General tab. You can also delete the pipeline.

You can enter up to 10 statuses.
To enter a status manually, type its name in the Possible statuses field and press Enter (the accepted status will be highlighted in black, and the status counter will increase by one).

2. Attribute management

To create, edit, or hide an attribute when creating a new deal, click on Attributes.

New attribute

To create an attribute, click on + New attribute.

In the opened window, enter the field name, select the field type, and specify whether the field is required.
If you plan to transfer deals via API, you can specify the path to the value in the JSON object.

The attributes table has a toggle that can be used to make an attribute active/inactive.

An inactive attribute is not displayed when creating a deal, but is displayed for existing deals (standard attributes cannot be deactivated).

Editing an attribute

In the opened window, enter the field name, select the field type, and specify whether the field is required.
If you plan to transfer deals via API, you can specify the path to the value in the JSON object.

Attribute display

In the deals table, you can filter attributes (which are not standard).
Click on the arrow next to the Manage pipeline button. In the list that opens, uncheck the attribute you don't want to display in the table and check the one you want to display.

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