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Deals turns Soneka into a lightweight CRM. Each opportunity is a card on a Kanban board that moves through your sales stages, carries a value and an owner, and stays wired to the WhatsApp conversation it came from.
Deals is plan-gated by the access_sales_pipeline feature switch. If you don’t see Deals in the sidebar, ask the platform admin to enable it on your plan.

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The pipeline board

Sidebar → Deals opens the Kanban board. Columns are your stages — out of the box you get:
  1. New — fresh opportunity, not yet qualified.
  2. Qualified — fits the buyer profile.
  3. Proposal — quote or offer sent.
  4. Negotiation — working out terms.
  5. Won — closed successfully.
  6. Lost — closed unsuccessfully (with a required reason).
Rename, reorder, add, or archive stages under Deals → Settings → Stages. Cards drag freely between columns; every move is logged on the deal’s timeline.

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What a deal card holds

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Creating deals

Deals can be created five ways:
1

From a conversation

In the Team Inbox, open the contact panel and click + New deal. The contact, owner, and channel are pre-filled.
2

From the Deals board

Click + New deal in any column. Pick a contact or create one on the fly.
3

From a flow

Drop a Create Deal node into the Flow Builder. Map value, stage, tags, and custom fields from previous steps (form answers, attributes, or catalog interactions).
4

From an import

Deals → Import takes a CSV with title, contact_phone, value, currency, stage, owner_email. Rows with unknown contacts create the contact automatically.
5

From the API

POST /api/v1/deals with an API token from Settings → Developers. See below.

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Automating with flows

Deals are first-class citizens in the Flow Builder, in both directions:
  • Create Deal / Update Deal / Move Deal Stage nodes let a flow write to the pipeline.
  • When deal stage changes triggers a flow when a human (or another flow) moves a card. Use this to fire follow-up messages when someone reaches Proposal, or to notify a manager on Won.
Example: kick off a nurture sequence the moment a deal moves to Qualified.

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Views

Switch between:
  • Board — Kanban, drag-and-drop.
  • List — sortable table, great for bulk edits.
  • Forecast — groups by expected close month with a weighted total based on stage probability.
Each view respects the current filter set (owner, tag, value range, stage, custom fields).

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REST API

Available endpoints (token from Settings → Developers):

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Reporting

A dedicated Sales section in Analytics shows:
  • Pipeline value by stage
  • Conversion rates between stages
  • Win rate by owner and by source
  • Sales-cycle length (time from New to Won)

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Troubleshooting

Deals sidebar item is missing. The plan on your workspace doesn’t have access_sales_pipeline enabled. Ask the platform owner to update the plan.
Flow can’t move a deal. The Move Deal node needs the deal ID (from a previous Create Deal node or an attribute). If the deal was created outside the flow, look it up first with a Get Deal node.
  • Team Inbox — create deals from a live chat and jump back to the conversation from any card.
  • Flow Builder — automate pipeline movement and stage-based follow-up.
  • Analytics — pipeline value, conversion, and sales-cycle reports.