Target flow: every source into one pool
Web forms, QR business cards and manual entry feed the same lead pool, with source and industry recorded.
WLeads
How to set up lead and sales pipeline management
If leads don't accumulate in one list and the pipeline isn't visible on a board, sales forecasting is impossible — the process depends on individuals. This page covers the cost of scattered lead management and how the sales pipeline becomes visible in the WApps business management ecosystem.
Start your 30-day free trialWeb based·One WApps account·4 key outcomes·Page updated: 25 July 2026
Interface previewWLeads / WApps
●wapps.wcanx.co/app/leads
Interactive mini demo
Try it now:Select the Atlas Consulting card and move the lead from Meeting to Proposal.
Pipeline
Main sales pipeline · 5 open leads · ₺281,000 potential
Main Pipeline ▾
Open leads 5·Potential ₺281K·Won ₺96K
What is sales pipeline management?
A sales pipeline is the visual sequence of stages a prospect passes through from first contact to close. Pipeline management makes it visible which stage each prospect sits in, how long it has been there and what the next action is. Without a single list of prospects, forecasting is impossible and the process stays dependent on individuals.
01
Problem and approach
Your sales process lives in people's memory
The business card from the trade fair stays in a pocket, the web form submission sits in an inbox, the customer who called lives on a sticky note. Nobody knows how many promised follow-ups actually happened. When a salesperson leaves, the customer history leaves with them. When management asks about the pipeline, the answer is a guess, not a report — and growth decisions get built on that guess.
Target flow: every source into one poolTarget flow: the pipeline moves on a boardTarget flow: contact history on record
02
Impact on the workflow
Impact on the workflow
Target flow: the pipeline moves on a board
Opportunities move across a staged board; the count and dwell time in each stage is visible. Forecasts rest on data.
Target flow: contact history on record
Calls, notes and proposals accumulate on the lead; people may change, the customer history stays with the company.
Target flow: bridges to proposal and support
03
Implementation notes
Implementation notes
WLeads is built for this flow
Intake forms, QR/NFC card scanning, the pipeline board, in-browser call recording and the WProposal/WSupport bridges are built into WLeads.
What should you measure?
Four numbers steer a pipeline: how many opportunities wait in each stage, the average days an opportunity spends in a stage, the reach rate per contact attempt, and the win rate alongside the distribution of loss reasons. All come from the stage, attempt counter and loss reason fields on the lead record.
Work it out with your own numbers
Try it with your figures: with N open opportunities, an average deal value of D and a historical win rate of R, your weighted pipeline value is N×D×R. That figure only means something if deal value and stage are kept current on the record — a field filled by guesswork returns guesswork.
What setup this runs on
This flow is built with WLeads. If quoting is part of it, add WProposal; sending a proposal updates the lead stage automatically. A won opportunity links to the customer record in your WApps account, and WSupport takes over for post-sale support.
04
Continue exploring
Continue exploring
Next step