Managing leads with the Kanban funnel

What the Kanban funnel is

The Zapini Kanban funnel is a visual board where every lead appears as a card that you drag across stages until the deal closes. It's the simplest way to see, at a glance, where each opportunity stands and what needs attention.

Stages follow the natural path of a deal, for example: New → Contacted → Negotiating → Won/Lost. You can adapt the column names and order to fit your business.

Creating a lead

There are two ways to add a lead to the funnel:

• From a WhatsApp contact: while chatting with a customer in live chat, you can promote them to a lead in one click, carrying the history along.
• Manually: click New lead, enter the name and phone number, and fill in the available fields.

Every new lead starts in the first column of the funnel, ready for its first touch.

Moving cards across stages

To advance a deal, simply drag and drop the card into the target column. The change saves automatically and is logged in the lead's history. Use the final Won and Lost columns to record the outcome of each opportunity.

💡 Tip: keep only genuinely active cards in the funnel. Moving stalled opportunities to Lost keeps the board clean and your metrics reliable.

Lead details

Click any card to open its details. There you can review contact data, your tenant's custom fields, tags, and the message history. Everything stays in one place, so you never have to switch screens.

Tracking the funnel

The board shows, in real time, how many leads sit in each stage. Use this reading to spot bottlenecks: if many cards stall in Negotiating, it may be time to review your sales approach.

Because leads arrive directly from WhatsApp conversations, the funnel reflects your support team's real effort, with no retyping.