Opportunities and pipeline
Create the deal stages your team uses, move opportunities safely between them, and choose where new Bow Chat conversations begin.
Set up your pipeline
Each workspace can use its own sales stages. Go to Panel → CRM → Settings, then add, rename, reorder, or remove stages in Your sales pipeline. The Opportunities board, stage filters, and deal editors update to use that same pipeline.
For each stage, choose its outcome:
| Outcome | What it means |
|---|---|
| Open deal | The opportunity is still active |
| Won deal | Moving a deal here marks it won |
| Lost deal | Moving a deal here marks it lost |
For example, a team can use Not Contacted, First Contact Done, Scheduled, Meeting No Show, Meeting Attended, Won, and Lost. The names are yours; Boni uses the chosen outcome, not the words in the label.
Keep existing deals safe
You can rename a stage without changing its deals. When removing a stage that has deals, CRM asks where those deals should move. Choose a destination and save; the reassignment and pipeline change happen together. A stage with no deals can be removed directly.
Keep at least one Open, Won, and Lost stage so every opportunity has a clear outcome.
Conversation and meeting automation
In the same CRM → Settings page, select the Starting stage for new deals. Eligible first conversations from Bow Chat then create one opportunity in that stage; the existing inbox, direction, duplicate-prevention, and WhatsApp-group settings still apply.
Optional automation markers connect common events to a stage. For example, choose Meeting scheduled for your Scheduled stage and Meeting completed for your Meeting Attended stage. If you use Boni scheduling, booked meetings then appear in the matching stage.
Work the board
An opportunity is one deal with an owner, value, current stage, activity history, and next action. Move it as the relationship changes rather than waiting for a weekly cleanup. The board and Queue view show the same records.
Every active deal should have one owner and a dated next action. Use the activity timeline for calls, meetings, notes, proposals, and other evidence; use Activities and next actions when the follow-up needs to become work.
Only workspace managers and administrators can change the shared pipeline. Other CRM users can see and work the stages their workspace has configured.