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First week in Cognizy

Deals (the pipeline)

Lesson 15 of 18 · Days 4 to 7 · Sales, content, and reviewReading1 min

See the lessons

  1. Start here

  2. Day 1 · Teach your business and connect WhatsApp

  3. Day 2 · Knowledge base and testing

  4. Day 3 · AI rules and team

  5. Days 4 to 7 · Sales, content, and review

the way you sell (e.g.: New, Qualified, Proposal, Negotiation, Won). You can have multiple pipelines, depending on your plan.

Where to find it in Cognizy

VenderNegócios

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  1. Step 1:

    Design the stages

    the way you sell (e.g.: New, Qualified, Proposal, Negotiation, Won). You can have multiple pipelines, depending on your plan.

  2. Step 2:

    Register the products

    in Sales › Products and, if applicable, the Pricing rules with discounts.

  3. Step 3:

    Let the lead come in on their own

    WhatsApp, Instagram, forms, Lead Ads, and storefront create the contact with the source recorded.

  4. Step 4:

    Drag the deal

    between stages or let the AI suggest the move forward with phrases from the conversation as proof.

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