Sales Pipeline
What Are Deals?
Deals in DM Champ let you track sales opportunities as they move from first contact to closed sale. Each deal represents a potential sale or business outcome tied to a specific contact. By organizing deals into stages, you get a clear picture of where every opportunity stands and what needs your attention next.
Why use a sales pipeline? Without one, it is easy to lose track of who you talked to, what you offered, and which leads need follow-up. A pipeline gives you a visual overview of your entire sales process so nothing falls through the cracks.
Example: Imagine you run a marketing agency. You are chatting with 30 potential clients across WhatsApp and Instagram. Some are brand new leads, some received a proposal last week, and some are ready to sign. Without a pipeline, you would need to remember all of that in your head. With deals, you can see at a glance that you have 10 new leads, 8 with proposals out, and 3 ready to close - and you know exactly where to focus your energy.
Creating Deals
To create a new deal:
Click Deals in the left sidebar.
Click the New Deal button (or the "+" button).
Fill in the deal details:
Deal name - A descriptive name for the opportunity (for example, "Website Redesign - Acme Corp" or "Monthly Retainer - Sarah's Bakery").
Contact - Select the contact this deal is associated with.
Value - The estimated monetary value of the deal (for example, $5,000). This helps you forecast revenue.
Stage - The current stage of the deal in your pipeline (see stages below).
Click Save.
You can also create deals directly from a contact's profile or from within a chat conversation - so you can turn a conversation into a tracked opportunity without leaving the chat.
Tip: Create a deal as soon as a conversation turns into a real sales opportunity. The earlier you start tracking, the less likely you are to forget important follow-ups.
Deal Stages and Statuses
Deals move through stages that represent each step of your sales process. Here are the default stages:
New
A fresh opportunity you just identified.
A contact asked about your pricing on Instagram.
Contacted
You have reached out and started a conversation.
You sent them a detailed reply about your services.
Qualified
You have confirmed this is a genuine prospect who is likely to buy.
They confirmed their budget and timeline.
Proposal
You have sent a proposal, quote, or offer.
You emailed them a project proposal for $5,000.
Negotiation
You are discussing terms, pricing, or details.
They asked for a discount or a different payment schedule.
Won
The deal has been successfully closed. Congratulations!
They signed the contract and paid the deposit.
Lost
The deal did not go through.
They decided to go with a competitor or postponed the project.
Tip: You can customize your pipeline stages to match your specific sales process. If your business has different steps (for example, "Free Trial" or "Demo Scheduled"), you can adjust the stages accordingly.
Associating Deals with Contacts
Every deal is linked to a contact in DM Champ. This connection gives you powerful context:
See all deals for a contact - When you open a contact's profile, you can see every deal associated with them, including past won and lost deals.
Full conversation history - Chat history and communication context are available right alongside deal details, so you never lose track of what was discussed.
Smarter AI responses - When your AI bot interacts with a contact, it can be aware of the deal stage and tailor responses accordingly.
To associate a deal with a contact, simply select the contact when creating or editing the deal.
Pipeline Management
The pipeline view gives you a visual overview of all your active deals:
Kanban-style board - Deals are displayed as cards organized by stage in columns. You can see your entire pipeline at a glance - from new leads on the left to closed deals on the right.
Drag and drop - Move deals between stages by dragging them from one column to another. For example, drag a deal from "Proposal" to "Negotiation" when the client starts discussing terms.
Quick filters - Filter deals by value, contact, or date to find specific opportunities.
Summary stats - See totals for each stage and your overall pipeline value. For example: "You have $25,000 in proposals out and $10,000 in negotiation."
Why this view matters: The pipeline board helps you spot bottlenecks at a glance. If you see 15 deals stuck in "Proposal" and none moving to "Negotiation," you know it is time to follow up on those proposals. If your "New" column is empty, you know you need to generate more leads.
Moving Deals Through Stages
As a deal progresses, update its stage to keep your pipeline accurate:
From the pipeline view - Drag the deal card to the next stage column. This is the quickest way.
From the deal detail - Open the deal and change the stage from the dropdown menu.
From the contact profile - View the contact's deals and update the stage inline.
Each stage change is tracked with a timestamp, giving you a complete history of how the deal progressed over time. This is valuable for understanding your average sales cycle and improving your process.
A Sales Scenario: Putting It All Together
Here is how deals work in practice for a web design agency using DM Champ:
Monday: A new lead named Maria messages you on WhatsApp asking about website design. You create a deal called "Website Redesign - Maria's Restaurant" with a value of $3,000 in the New stage.
Tuesday: You have a WhatsApp conversation about her needs and budget. You move the deal to Contacted.
Wednesday: After confirming Maria has the budget and timeline, you move the deal to Qualified.
Thursday: You send Maria a proposal. You move the deal to Proposal and set the value to $3,500 based on the scope discussed.
Next Monday: Maria replies saying she loves the proposal but asks about a payment plan. You move the deal to Negotiation.
Next Wednesday: Maria agrees to the payment plan and confirms the project. You move the deal to Won!
Throughout this process, every WhatsApp conversation is linked to the deal, so anyone on your team can open the deal and see the full context of what was discussed.
Best Practices
Keep deals updated - Review your pipeline regularly (at least weekly) and update deal stages. Stale deals can make your pipeline look healthier than it actually is.
Add notes - Document important conversations, decisions, and next steps on each deal. This is especially valuable if multiple team members work on the same accounts.
Use realistic deal values - Assign honest monetary values to deals so your pipeline totals are meaningful. Inflated values lead to inaccurate forecasts.
Review lost deals - Periodically look at deals marked as "Lost" to identify patterns. Are you losing deals at the proposal stage? Maybe your pricing needs adjustment. Are leads going cold after first contact? Maybe your follow-up timing needs work.
Combine with campaigns - Use DM Champ campaigns to automate follow-ups with contacts who have active deals. For example, set up a follow-up sequence for contacts in the "Proposal" stage who have not responded in 3 days.
Track your win rate - Over time, compare the number of won deals to total deals to understand your conversion rate. This helps you set realistic targets and identify where to improve.
Need Help?
If you have questions about the deals feature or sales pipeline, reach out via our help form.
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