Pipeline: sales kanban board with stages, deadlines, round-robin and won or lost

Boards bar

Switches the board at a glance and leads to board creation and settings.

Buttons and actions

"‹nome do quadro›" (‹board name›)

One button per board in the account. Opens that board; the open one is highlighted. When you enter the Pipeline, it opens the default board.

"Novo quadro" (New board)Owner, Admin

Opens the industry gallery to create a board from a ready-made template.

"Configurar quadro" (Configure board)Owner, Admin

Opens the "Configurações do quadro" (Board settings) of the open board: columns, fields, rules, deadlines, appearance, name and vocabulary.

• The industry icon next to the name, on a board created from an industry template.
• The "Novo" (New) badge on the board that was just created.
• For those who do not administer the account, the tooltips "Só administradores podem criar quadros" (Only admins can create boards) and "Só administradores podem editar o quadro" (Only admins can edit the board) on the disabled buttons.

Pending roles banner

Appears on an old board where the columns still do not state their role in the pipeline.

Buttons and actions

"Marcar os papéis" (Assign roles)Owner, Admin

Opens "Configurar quadro" (Configure board) straight at the "Colunas e etapas" (Columns and stages) section, to give each column its role.

• The notice "Marque o papel das colunas para o relatório e as conversões entenderem este quadro." (Set the role of the columns so the report and the conversions understand this board.)

Round-robin card

Appears when the board has a column that distributes leads through the team's round-robin.

• The title "Rodízio ligado" (Round-robin on) in ‹column› · ‹n› of ‹total› agents in the queue, with the board's vocabulary (for example, brokers).
• The deadline phrase: how long the recipient has to reply, which column the card moves to when they reply, and that, with no reply, the lead goes to the next person.
• The reminder that three delays in 7 days remove the person from the queue.
• Next: the initials of who receives the next leads, with "+‹n›" when the queue is longer.
• The badge "Recebendo leads" (Receiving leads) or, on a board with no cards yet, "Esperando o primeiro lead" (Waiting for the first lead).

Board filters

They filter the cards already loaded and show the summary of what is open.

Fields and filters

"Buscar" (Search)

Box "Nome ou empresa…" (Name or company…). Finds by the lead's name, the company, the free card's title and the deal's text data that is not sensitive. It ignores accents and capitalization.

"Atendente" (Agent)

Who has the card. The label follows the board's vocabulary (Broker, Dentist…). Options: "Todos" (All), "Sem" (Without) ‹assignee› and each person who has a card on the board.

"‹campo do negócio›" (‹deal field›)

One selector per deal field of list or yes-or-no type, not sensitive, that this board uses (some column asks for the field or some card has the value). Options: "Todos" (All) and the field's values, or "Sim" (Yes) and "Não" (No).

"Campanha de anúncio" (Ad campaign)

"Todas" (All), each campaign the board's leads came from, or "Sem anúncio" (No ad).

Buttons and actions

"Mais filtros" (More filters)

Opens and closes the strip with the other filters and the summary of won and lost. With any of those filters on, the button shows how many are on.

"Limpar filtros" (Clear filters)

Appears with any filter on. Turns them all off at once and returns focus to the search.

• The summary "‹n› open deals · ‹value› in the pipeline", which counts the cards outside the lost columns and adds up the board's currency field (or the deal value). With no open cards: "Nenhum negócio em aberto" (No open deals).
• The filters apply while you are on the board; switching boards or reloading the page returns everything to normal.

"Mais filtros" (More filters)

The collapsed filters: rating, mode, ad, deadline, outcome, channel and account.

Fields and filters

"Canal" (Channel)

"Todos os canais" (All channels), WhatsApp, Web chat, SMS, "E-mail" (Email) or "Cadastro manual" (Manual entry).

"Conta" (Account)

Only appears when there are two or more active accounts on the same channel (for example, two WhatsApp numbers). All accounts, or one of them by name.

Buttons and actions

"Quente" (Hot)

Shows only leads rated "Quente" (Hot). Combines with "Morno" (Warm), "Frio" (Cold) and "Sem score" (No score): checking two shows both.

"Morno" (Warm)

Shows only leads rated "Morno" (Warm).

"Frio" (Cold)

Shows only leads rated "Frio" (Cold).

"Sem score" (No score)

Shows only the leads the AI has not scored yet.

Manual

Shows only the cards that someone on the team moved by hand (automation no longer moves those cards on its own).

"Automático" (Automatic)

Shows only the cards that remain automatic, moved by the rules and the AI.

"Anúncio" (Ad)

Shows only the leads that came from an ad.

"Só estourados" (Overdue only)

Appears when any column has a deadline. Shows only the cards that passed the stage deadline; the number beside it says how many.

"Ganhos" (Won)

Appears when the board has a won or lost column. Shows only the won deals.

"Perdidos" (Lost)

Shows only the lost deals.

• On boards with an outcome column, the pills "Ganhos 30 d" (Won 30 d), "Perdidos 30 d" (Lost 30 d) (how many and how much they add up to) and "Taxa de ganho" (Win rate) for the last 30 days.

"Ir para a etapa" (Go to stage)

The row of buttons with the stages, right above the columns.

Buttons and actions

"‹etapa› ‹n›" (‹stage› ‹n›)

One button per column, in its color, with how many cards it has (already filtered). Scrolls the board to the column; the stage in view is highlighted.

Columns

Each column is a pipeline stage, in the order defined in "Configurar quadro" (Configure board).

Buttons and actions

"Mostrar mais ‹n› de ‹n›" (Show ‹n› more of ‹n›)

At the foot of a column with many cards: shows the next cards in the column, 30 by 30.

• The color stripe at the top, the stage name and the card count (with filters, it counts only the visible ones).
• "A IA está conversando" (The AI is chatting), in the "Coluna de entrada" (Entry column); "Desfecho: pede o motivo" (Outcome: asks for the reason), in the lost column.
• The stage deadline pill (15 min, 24 h…), with the tooltip of what the deadline means there.
• The "Rodízio" (Round-robin) pill, when the column distributes leads through the queue; "Rodízio desligado" (Round-robin off), when the column is marked but the account's round-robin is off under "Configurações" (Settings) → "Equipe" (Team).
• The sum of the visible cards' values, when above zero (it does not appear in the lost column).
• "Para entrar" (To enter): ‹fields›, when the stage asks for data before the card can enter.
• Empty column: dashed border and "Solte um cartão aqui" (Drop a card here).

"Cartão" (Card)

The summary of the deal. Clicking opens the card panel beside the board.

Buttons and actions

"Preencher e mover" (Fill in and move)

In the "Pronto para ‹etapa› · faltam ‹dados›" (Ready for ‹stage› · ‹data› missing) notice: opens the dialog that asks only for what is missing and, on save, accepts the AI's suggestion and moves the card.

"Mover agora" (Move now)

In the "Tudo pronto para ‹etapa›" (All set for ‹stage›) notice: accepts the AI's suggestion and moves the card to the suggested stage.

"Aceitar sugestão" (Accept suggestion)

On the "‹motivo› — mover?" (‹reason› — move?) tag: moves the card to the column the AI suggested; the board scrolls to it and highlights it.

"Dispensar sugestão" (Dismiss suggestion)

Removes the suggestion from the card without moving it.

"Mais ações" (More actions)

The three-dot button in the card footer (at the top, on a free card). Opens the card's actions menu.

• The lead's photo or initials, the name, and the score pill ("Quente 88" (Hot 88), "Morno 67" (Warm 67)); with an outcome, the pill becomes "Ganho" (Won) or "Perdido" (Lost).
• The highlight line: the first text field of the deal (the property of interest, at a real estate agency); on a lost deal, the reason for the loss.
• The round-robin note "Passou para ‹nome›: ‹outra pessoa› não assumiu em ‹prazo›" (Passed to ‹name›: ‹other person› did not take it within ‹deadline›).
• Up to three deal fields on the front of the card.
• "Para ‹próxima etapa› faltam ‹dados›" (For ‹next stage› ‹data› is missing), on a card that has been in a stage for a day or more.
• Tags: ICP ‹score› (fit with the ideal customer), test lead, "IA moveu · ‹motivo›" (AI moved · ‹reason›) (for up to one hour), Manual, and the deal value.
• The lead's last message, the letters N O A P of BANT (need, budget, authority, timeline), the account name (when the channel has two or more accounts), and the channel icon.
• The journey bar ("Etapa ‹n› de ‹total›" (Stage ‹n› of ‹total›)).
• The footer: how long the card has been in the stage or, with a deadline, "‹tempo› de ‹prazo›" (‹time› of ‹deadline›) in green, amber from the halfway point, and red with "estourou" (overdue); on a won deal, the day it was won; who has the card or "Com a IA" (With the AI); and the ad icon.
• What the card shows beyond the deal fields is turned on and off under "Configurar quadro" (Configure board) → "Aparência do cartão" (Card appearance).

Card "Mais ações" (More actions) menu

Buttons and actions

"Ver detalhes" (View details)

Opens the card panel (the keyboard route).

"Religar automação" (Turn automation back on)

Only on a card in Manual mode. Returns the card to automatic: the AI goes back to moving it on its own.

"Abrir no Inbox" (Open in Inbox)

Opens the lead's conversation in the Inbox. Stays disabled, with the hint "Este lead ainda não tem conversa" (This lead has no conversation yet), when there is no conversation.

"Editar valor" (Edit value)

Only on a card with a lead. Opens the deal value dialog.

"Marcar como ganho" (Mark as won)

Only without an outcome. Opens the won dialog.

"Marcar como perdido" (Mark as lost)

Only without an outcome. Opens the lost dialog, which asks for the reason.

"Reabrir negócio" (Reopen deal)

Only with an outcome. Clears the won or lost status and returns the card to the previous stage; the old record stays in the history.

"Remover do quadro" (Remove from board)

Opens the confirmation to remove the card from this board.

"Valor do negócio" (Deal value) dialog

Title "Valor do negócio — ‹nome›" (Deal value — ‹name›). Opens with the current value filled in.

Fields and filters

"Valor (R$)" (Value (R$))

Accepts a value typed or pasted already formatted, with a thousands separator and a decimal comma. Once saved by hand, the AI's estimate no longer overwrites it.

Buttons and actions

"Salvar valor" (Save value)

Saves the value and closes. A value that can't be understood shows "Digite um valor válido (ex.: 6.000,00)" (Enter a valid value (e.g., 6.000,00)).

"Remover do quadro" (Remove from board) dialog

Title "Remover ‹nome› do quadro?" (Remove ‹name› from the board?).

Buttons and actions

"Cancelar" (Cancel)

Closes without removing.

"Remover cartão" (Remove card)

Removes the card from the board. On a card with a lead, the lead stays in the CRM and in the conversations; a free card is deleted. It cannot be undone.

"Para entrar em ‹etapa›, preencha" (To enter ‹stage›, fill in) dialog

Opens when you advance the card to a stage that asks for data it doesn't have yet. While it is open, the card hovers over the destination column.

Fields and filters

"‹dado pedido pela etapa›" (‹data requested by the stage›)required

One field per missing item, in its own type (text, number, currency, date, list as buttons, or yes or no), with the field's help text. When empty it shows "Preencha este dado." (Fill in this field.), "Escolha uma opção." (Choose an option.), or "Informe a data." (Enter the date.).

Buttons and actions

"Cancelar" (Cancel)

Closes and returns the card to the origin column.

"Salvar e mover" (Save and move)

Saves the data on the card and moves it to the stage.

• The origin-to-destination trail, with "‹n› dados pedidos" (‹n› fields requested), and the lead's name with the first text field.
• The note "Estes dados ficam no cartão. Voltar para uma etapa anterior nunca pede nada." (This data stays on the card. Going back to an earlier stage never asks for anything.)

"Marcar como ganho" (Mark as won) dialog

Opens from the card menu, from the panel, or when you drop the card on the won column. The card goes to the won column, the cadences stop, and the deal enters the numbers.

Fields and filters

"Valor do negócio" (Deal value)

Comes with the value the card already has; with a currency field filled in (such as the property value), it uses that one. Left blank, it keeps the current value.

"‹dado pedido pela coluna de ganho›" (‹data requested by the won column›)required

The data that the won column asks for and the card doesn't have yet.

Buttons and actions

"Usar ‹valor›" (Use ‹value›)

Appears when the typed value differs from the currency field: switches to the field's value.

"Cancelar" (Cancel)

Closes; the card stays where it was.

"Confirmar ganho" (Confirm won)

Marks the deal as won and moves the card to the won column.

"Salvar e marcar como ganho" (Save and mark as won)

The same, when the won column asks for data: saves the data and marks it.

"Marcar como perdido" (Mark as lost) dialog

"Por que perdemos?" (Why did we lose?): the reason is required and feeds Revenue and the calculated ideal customer.

Fields and filters

"Observação (opcional)" (Note (optional))

A short comment about the loss, which stays in the history.

Buttons and actions

"Preço" (Price)

A general product reason. The reasons appear in the groups "Deste quadro" (From this board), "Da sua conta" (From your account), and "Gerais" (General).

"Não é agora" (Not now)

A general reason.

"Concorrente" (Competitor)

A general reason.

"Sem resposta" (No response)

A general reason.

"Não era para nós" (Not a fit)

A general reason.

"Outro" (Other)

A general reason.

"‹motivo do quadro ou da conta›" (‹board or account reason›)

The reasons created for this board or for the account. A reason can ask for one more field, which opens right below it.

"Cancelar" (Cancel)

Closes; the card stays where it was.

"Confirmar perdido" (Confirm lost)

Disabled until you choose the reason. Marks the deal as lost, moves it to the lost column, and stops the cadences.

Dragging and keyboard

• Drag the card to another column or another position; advancing to a stage that asks for data opens the "Para entrar em ‹etapa›, preencha" (To enter ‹stage›, fill in) dialog; dropping on an outcome column opens the won or lost dialog.
• Going back a stage never asks for data: the notice "‹nome› voltou para ‹etapa›" (‹name› went back to ‹stage›) confirms it.
• Moving by hand puts the card in Manual mode: automation stops moving it on its own until "Religar automação" (Turn automation back on).
• Keyboard: Enter opens the card; Alt with the right or left arrow moves one stage; Space picks up and drops the card; the arrow keys move between cards and columns; Esc cancels the drag.

Card panel

Opens beside the board, which stays visible and draggable. Esc or the X closes it and returns focus to the card.

Buttons and actions

"Fechar o cartão" (Close card)

The X at the top: closes the panel.

• The name, the stage, and how long the card has been in it ("‹etapa› · ‹tempo› na etapa" (‹stage› · ‹time› in the stage)).
• The pills for the score, for who has the card ("· pelo rodízio" (· by round-robin), when it came from the queue) or "Conversando com a IA" (Talking to the AI), for the ICP, and for Manual.
• The source: "Veio do anúncio: ‹campanha› › ‹conjunto› › ‹anúncio›" (Came from the ad: ‹campaign› › ‹ad set› › ‹ad›), "Origem: ‹integração›" (Source: ‹integration›), or "Origem: ‹canal›" (Source: ‹channel›).
• Next stage: "Para entrar em ‹etapa›" (To enter ‹stage›) with ‹n› of ‹n› fields and the list of what is missing; "Próxima etapa: ‹etapa›" (Next stage: ‹stage›) with "nada a preencher" (nothing to fill in); or "Negócio ganho" (Deal won) / "Negócio perdido" (Deal lost) with the reason.

Deal data

The account's fields with this lead's value. List and yes-or-no fields save on selection; the others, when you leave the field.

Fields and filters

"‹campo do negócio›" (‹deal field›)

One per account field, in its own type, with the help text. A rejected value shows the reason below the field.

Buttons and actions

"Mostrar" (Show)

On the sensitive field, which appears masked: shows the value. The audit log records who opened which lead's field.

"Tentar de novo" (Try again)

When the data failed to load: tries again.

• The pills "Sensível" (Sensitive), "Pedido para entrar em ‹etapa›" (Required to enter ‹stage›) (the next stage asks for the field), and "Pedido em ‹etapa›" (Required in ‹stage›) (a later stage asks for it).
• The notice "Salvo" (Saved) after saving and the line "Alterado por ‹pessoa› em ‹data›" (Changed by ‹person› on ‹date›).
• With nothing filled in: "Nenhum dado do negócio ainda. Quem atende preenche aqui, ou o seu sistema envia pela API." (No deal data yet. The person serving the lead fills it in here, or your system sends it through the API.)

AI summary

• The conversation summary written by the AI or, without one, what the AI keeps about the lead. Read-only: nothing is generated on opening.
• No conversation: "Este lead ainda não conversou com a IA." (This lead hasn't talked to the AI yet.); no summary: "A IA ainda não resumiu esta conversa. O resumo aparece quando a conversa passa para um atendente." (The AI hasn't summarized this conversation yet. The summary appears when the conversation is handed off to an agent.)

Deal

The lead's value, best time, follow-up, negotiation, and outcome.

Fields and filters

"Valor do negócio" (Deal value)

Opens when you click "Editar" (Edit). With no value, it shows "Sem valor definido" (No value set).

Buttons and actions

"Editar" (Edit)

Opens the deal value box.

"Salvar" (Save)

Saves the value; the AI no longer overwrites it.

"Cancelar" (Cancel)

Closes the box without saving.

"Liberar follow-ups" (Release follow-ups)

Appears when the lead asked not to receive follow-ups. Returns the lead to the usual rules, without enrolling it in any cadence again.

"Entregar ao Closer" (Hand off to Closer)

With the Closer available: the negotiation passes to the Closer on the lead's next message.

"Assumir a negociação" (Take over the negotiation)

With the negotiation in progress with the Closer: you take over and the Closer steps aside.

"Marcar como ganho" (Mark as won)

Opens the won dialog.

"Marcar como perdido" (Mark as lost)

Opens the lost dialog.

"Reabrir negócio" (Reopen deal)

With an outcome: returns the card to the previous stage.

• "Melhor momento:" (Best time:) with the window in which the lead usually replies, when learned.
• The line "Follow-up: ‹cadência› · passo ‹n› de ‹n› · próximo ‹dia e hora›" (Follow-up: ‹cadence› · step ‹n› of ‹n› · next ‹day and time›) and the tag "Pediu para não receber follow-ups" (Asked not to receive follow-ups) with the date.
• The Closer block, when available: the negotiation state, the ceiling set by the Owner, and the concessions made.
• With an outcome: the "Ganho" (Won) or "Perdido" (Lost) badge, with the reason and the date.

History

The card's timeline, with the most recent entry on top.

Buttons and actions

"Mostrar tudo (‹n›)" (Show all (‹n›))

Shows all movements; by default the last six appear.

"Tentar novamente" (Try again)

When the history failed to load.

• Each item with who did it and how long ago: created, moved by the AI, moved by hand, suggestion accepted or dismissed, value, cadence, won, lost, reopened, task, and field changed.
• The line "ficou ‹tempo› em ‹etapa›" (stayed ‹time› in ‹stage›) between two movements.
• With no movements: "Sem movimentos ainda." (No movements yet.)

Panel actions

The fixed buttons at the bottom of the panel.

Fields and filters

"Mover para a etapa" (Move to stage)

The selector "Mover para outra etapa…" (Move to another stage…) with the board's other columns.

Buttons and actions

"Mover para ‹próxima etapa›" (Move to ‹next stage›)

Moves to the next stage, with the same care as dragging (requested data and outcome).

"Mover" (Move)

Moves to the stage chosen in the selector beside it. With no choice, it warns "Escolha a etapa" (Choose the stage).

"Abrir no Inbox" (Open in Inbox)

Opens the lead's conversation. Disabled when the lead has no conversation yet.

"Religar automação" (Turn automation back on)

Only on a card in Manual mode.

"Remover do quadro" (Remove from board)

Opens the removal confirmation.

Free card

A card with no lead, created by hand. The panel shows the editable title and description.

Fields and filters

"Título" (Title)

Required to save.

"Descrição" (Description)

Free text for the card.

Buttons and actions

"Salvar" (Save)

Saves the title and description. Stays disabled with no change or no title.

Board with no deals or no columns

Buttons and actions

"Criar meu primeiro quadro" (Create my first board)Owner, Admin

On an account with no board: opens the industry gallery.

"Criar cartão" (Create card)

On a board with no cards: creates a free card in the entry column and opens its panel.

"Receber leads de outro sistema" (Receive leads from another system)

On a board with no cards: opens "Integrações" (Integrations) to bring in leads from another system.

"Configurar colunas" (Configure columns)Owner, Admin

On a board with no columns: opens "Configurar quadro" (Configure board) at "Colunas e etapas" (Columns and stages).

Screen states

Loading

Skeleton of the filter bar and of five columns with the color stripe; the screen reader announces "Carregando o quadro" (Loading the board).

Nothing here yet

Account with no board: "Seu funil nasce aqui: crie o primeiro quadro" (Your pipeline starts here: create the first board), with "Criar meu primeiro quadro" (Create my first board) for admins and "Peça a uma pessoa administradora para criar o primeiro quadro" (Ask an admin to create the first board) for everyone else. Board with no cards: "Nenhum negócio neste quadro ainda" (No deals on this board yet), saying which column new leads enter, with "Criar cartão" (Create card) and "Receber leads de outro sistema" (Receive leads from another system).

If something goes wrong

"Não conseguimos carregar o funil" (We couldn't load the pipeline) (or "o quadro" (the board)), noting that the boards and cards are still saved, with "Tentar de novo" (Try again).

Board with no columns

"Este quadro ainda não tem colunas" (This board has no columns yet), with "Configurar colunas" (Configure columns) for admins.

Columns with no pipeline role

The pending roles banner with "Marcar os papéis" (Assign roles).

Filter with no results

The empty columns with "Solte um cartão aqui" (Drop a card here) and the summary "Nenhum negócio em aberto" (No open deals).

Boards bar

Buttons and actions

"‹nome do quadro›" (‹board name›)

Opens that board in the pipeline. The board just created appears highlighted.

"Novo quadro" (New board)

Checked on this screen; clicking it moves focus to the industry search.

Search and filter

Fields and filters

"Buscar segmento" (Search industry)

The box "Buscar segmento: dentista, loja, contador…" (Search industry: dentist, store, accountant…). Understands the business name, synonyms, and who serves the customer ("dentista" (dentist) finds Odontologia (Dentistry), "férias" (vacation) finds Turismo (Tourism)), ignoring accents, capitalization, and hyphens.

Buttons and actions

"Limpar busca" (Clear search)

The X inside the box: clears the search.

"Com cuidados do segmento" (With industry-specific safeguards)

Leaves only the industries with professional council and LGPD rules.

• The count "‹n› segmentos" (‹n› industries), "‹n› de ‹total› segmentos" (‹n› of ‹total› industries), or "Nenhum segmento" (No industry).

Industry gallery

Buttons and actions

"‹segmento›" (‹industry›)

The industry card: opens the panel with what comes with it. Clicking again closes it.

"Cuidados do segmento" (Industry safeguards)

Badge on regulated industries: opens the dialog with the council and LGPD safeguards.

"Em branco" (Blank)

A board with no columns, no fields, and no rules, to build in the editor.

• The illustration, the name, "‹n› etapas · ‹n› campos · ‹n› motivos" (‹n› stages · ‹n› fields · ‹n› reasons), and the stage trail with the entry and the win at the ends.
• The badge "Segmento da sua conta" (Your account's industry) on the industry chosen for the account, which comes first.
• The pill "Gerado pela IA" (Generated by AI) on the template the AI built for the account.
• On the "Em branco" (Blank) card: "Sem colunas: você monta no editor" (No columns: you build it in the editor).

Industry panel

Opens beside the gallery with the industry's template; Esc or "Fechar" (Close) closes it.

Fields and filters

"Nome do quadro" (Board name)required

Comes with the template's name. When empty it shows "Dê um nome ao quadro." (Give the board a name.).

Buttons and actions

"Fechar" (Close)

The X at the top of the panel.

• The industry tile, "Modelo do segmento" (Industry template), "Modelo do segmento · o da sua conta" (Industry template · your account's), or "Sem modelo" (No template), and the summary "‹n› etapas · ‹n› campos · ‹n› motivos de perda" (‹n› stages · ‹n› fields · ‹n› loss reasons).

Columns and pipeline role

• Each template column with its role ("Entrada" (Input), "Qualificado" (Qualified), "Atendimento" (Service), "Etapa intermediária" (Intermediate stage), "Ganho" (Won), "Perdido" (Lost)).
• Per column, when applicable: "Prazo de ‹prazo›" (Deadline of ‹deadline›) and "Pede ‹dados›" (Asks for ‹data›).
• The note that reports and conversions use this board's stages, with its names.

Deal fields

Buttons and actions

"‹campo›" (‹field›)

Turns the field on or off on the new board. All come checked. A field that already exists in the account is not duplicated.

• The count "‹n› de ‹n›" (‹n› of ‹n›) fields chosen and the type of each field.
• The pills "Sensível" (Sensitive), "Aparece no cartão" (Shows on the card), and "O cartão já mostra 3 campos; este fica no painel" (The card already shows 3 fields; this one stays in the panel).
• "Pedido para entrar em ‹etapa›" (Required to enter ‹stage›) or, with the field unchecked, "‹etapa› não vai pedir este dado" (‹stage› won't ask for this field).

"Motivos de perda" (Loss reasons)

Fields and filters

"Novo motivo de perda" (New loss reason)

The box "Ex.: Mudou de cidade" (E.g., Moved to another city). Adds a reason for this board only.

Buttons and actions

"Acrescentar" (Add)

Adds the reason. When empty it warns "Escreva o motivo antes de acrescentar." (Write the reason before adding it.); when repeated it warns "Esse motivo já está na lista." (That reason is already on the list.).

"Tirar o motivo ‹motivo›" (Remove reason ‹reason›)

The X on the reason just added: removes it from the list.

• The groups "Do segmento" (From the industry), "Da sua conta · valem em todos os quadros" (From your account · apply to all boards), and "Só deste quadro" (This board only).

Industry vocabulary

• "Quem atende" (Who serves) (singular and plural), "Quem é atendido" (Who is served), and "O que se negocia" (What is negotiated).
• The note that the vocabulary appears on the cards, in the notices, and in the round-robin of this board; on screens that serve all boards it stays "Atendente" (Agent).

"Cuidados do segmento" (Industry safeguards)

Collapsible block, open on regulated industries.

• The list of safeguards, with the legal reference in a lighter tone, and the note that the template's persona, questions, and cadence already follow these points.
• The notice "Resumo para orientar a configuração, não é parecer jurídico." (Summary to guide the setup, not legal advice.)

Rules that come turned on

Collapsible block with the template's automatic rules.

• The list of rules; the one that starts the follow-up carries "Ligue a cadência em Cadências" (Turn on the cadence in Cadences) when the cadence is still off.
• The note that the follow-up cadence starts off and only writes while the AI is leading the conversation.
• With round-robin off on the account: "O rodízio está desligado na conta." (Round-robin is off on the account.), with the path "Configurações" (Settings) → "Equipe" (Team).

Who receives new leads

Buttons and actions

"Parar o quadro ‹nome› de receber leads novos" (Stop board ‹name› from receiving new leads)

Switch, on by default when another board creates a card for a new lead: each new lead is born only on the new board, with no duplicate card. Old cards stay where they are. Doesn't appear on Blank.

"Tornar este o quadro padrão" (Make this the default board)

Switch: the new board opens first in the pipeline and receives the leads from integrations when no board is chosen.

• When the current default has Closer rules that mention its stages, the notice to review them in "Configurações" (Settings) → Closer.

"Em branco" (Blank)

• The "Nome do quadro" (Board name) field, the notice "Você monta as colunas no editor" (You build the columns in the editor) (assign each column's role), and the switch "Tornar este o quadro padrão" (Make this the default board).

Panel footer

Buttons and actions

"Cancelar" (Cancel)

Closes the panel without creating.

"Criar quadro" (Create board)

Creates the board with what is checked. An error warns "Não conseguimos criar o quadro agora" (We couldn't create the board right now), without creating anything.

"Criar outro" (Create another)

After creating: closes the panel and returns to the search.

"Abrir o quadro" (Open board)

After creating: opens the new board in the pipeline.

• After creating: "Quadro ‹nome› criado" (Board ‹name› created), which column the next leads arrive in, and the list of what was built.

"Cuidados do segmento" (Industry safeguards) dialog

Title "Cuidados do segmento · ‹segmento›" (Industry safeguards · ‹industry›).

Buttons and actions

"Entendi" (Got it)

Closes the dialog.

"Ver o que vem junto" (See what's included)

Closes the dialog and opens the industry panel.

• The numbered list of safeguards and the note that it is a summary, not legal advice.

Search with no results, and error

Buttons and actions

"Usar o Genérico" (Use Generic)

On a search with no results: clears the search and opens the Generic template, which fits any business.

"Limpar busca" (Clear search)

On a search with no results: clears the search.

"Tentar de novo" (Try again)

When the templates failed to load: tries again.

"Começar em branco" (Start blank)

When the templates failed to load: opens the Blank panel.

Screen states

Loading

Skeletons of eight cards and the count "Carregando…" (Loading…); the industry panel shows the skeleton "Carregando o modelo do segmento" (Loading the industry template).

Nothing here yet

Search or filter with no results: "Nenhum segmento com “‹busca›”" (No industry matching “‹search›”) (or "com este filtro" (with this filter)), noting that the Generic template fits any business, with "Usar o Genérico" (Use Generic) and "Limpar busca" (Clear search).

If something goes wrong

"Não conseguimos carregar os modelos de segmento agora" (We couldn't load the industry templates right now), noting that no board was created and the current one keeps receiving leads, with "Tentar de novo" (Try again) and "Começar em branco" (Start blank). A template that won't open: "Não conseguimos abrir este modelo agora" (We couldn't open this template right now).

Person without the admin role

"Só administradores podem criar quadros" (Only admins can create boards), asking an admin to create the industry board.

Header and rail

The board name ("Funil · Quadro ‹nome›" (Pipeline · Board ‹name›)) and the section rail; the arrow keys, Home, and End move along the rail.

Buttons and actions

"Voltar ao quadro" (Back to board)

Returns to the pipeline, on the same board.

"Colunas e etapas" (Columns and stages)

Section for the columns, roles, and loss reasons.

"Campos do cartão" (Card fields)

Section for the deal fields and what each stage asks for.

"Regras automáticas" (Automatic rules)

Section for the "QUANDO" (WHEN) and "ENTÃO" (THEN) rules.

"Rodízio e prazos" (Round-robin and deadlines)

Section for each stage's deadline, the round-robin, and the status and band the column sets on the lead.

"Aparência do cartão" (Card appearance)

Section for what the card shows beyond the deal fields.

"Nome e vocabulário" (Name and vocabulary)

Section for the name, color, default board, vocabulary, and deleting the board.

"Colunas e etapas" (Columns and stages)

The list of columns in board order, with each one's role.

Buttons and actions

"Nova coluna" (New column)

Opens the new column dialog. It goes in before the won column.

"Editar" (Edit)

Opens the column dialog.

"Mudar a ordem de ‹coluna›" (Reorder ‹column›)

Each column's handle: drag, or use the up and down arrows with the handle in focus. The order saves instantly.

• "‹n› colunas · ‹n› etapas intermediárias" (‹n› columns · ‹n› intermediate stages).
• Per column: the name, "Pede ‹n› campos" (Asks for ‹n› fields) or "Não pede campo" (Asks for no fields), the deadline ("‹prazo› para assumir · rodízio" (‹deadline› to take over · round-robin), "‹prazo› para o próximo passo" (‹deadline› for the next step), or "Sem prazo" (No deadline)), "início da negociação" (start of negotiation), and the role or "Sem papel" (No role).
• The note that the role feeds the "Investimento → Venda" (Spend → Sale) report, the conversions for ads, and the webhook notices.
• The pending roles banner, on an old board with no roles.

Column dialog

Title "Nova coluna" (New column) or "Editar a coluna ‹nome›" (Edit the column ‹name›).

Fields and filters

"Nome da coluna" (Column name)required

Up to 40 characters. When empty it warns "Dê um nome à coluna." (Give the column a name.); when repeated, "Já existe uma coluna com este nome neste quadro." (A column with this name already exists on this board.).

"Prazo para o próximo passo" (Deadline for the next step)

"Sem prazo" (No deadline), 15 min, 30 min, 1 h, 24 h, or 3 days (the deadline from the template also appears).

"Cor" (Color)

"Cinza" (Gray), "Azul" (Blue), "Verde" (Green), "Âmbar" (Amber), "Ardósia" (Slate), "Petróleo" (Teal), "Verde-escuro" (Dark green), or "Coral".

"Papel no funil" (Role in the pipeline)

"Entrada" (Input), "Qualificado" (Qualified), "Atendimento" (Service), "Etapa intermediária" (Intermediate stage), "Ganho" (Won), or "Perdido" (Lost). Locked ones say why: "A primeira coluna é sempre a de entrada" (The first column is always the entry column), "A última coluna é sempre a de perdido" (The last column is always the lost column), "Só a primeira coluna" (Only the first column), "Só a última coluna" (Only the last column). "Já é o papel de ‹coluna›" (Already the role of ‹column›) doesn't lock: on save, the other one becomes "Etapa intermediária" (Intermediate stage).

Buttons and actions

"Levar o prazo e o rodízio" (Carry over the deadline and round-robin)

Switch that appears when you swap the role with another column that has a deadline or round-robin: on, they move to this column; off, they stay on the other one.

"Início da negociação" (Start of negotiation)

Switch, only on the "Etapa intermediária" (Intermediate stage): from here on the deal counts as in negotiation in Revenue and it is the highlighted stage in the report. Only one per board.

"Copiar o nome na API da coluna" (Copy the column's API name)

Copies the "Nome na API" (Name in the API), the key your system uses and that doesn't change when you rename.

"Excluir coluna" (Delete column)

Only when editing: opens the delete confirmation.

"Cancelar" (Cancel)

Closes without saving.

"Salvar coluna" (Save column)

Saves the column's changes.

"Criar coluna" (Create column)

Creates the new column.

• The panel "Com o papel ‹papel›" (With the role ‹role›) explains the effect of the chosen role.
• Removing the Entry, Qualified, Won, or Lost role from a column without giving it to another warns that the board needs a column with that role.

"Excluir coluna" (Delete column) dialog

Title "Excluir coluna “‹nome›”?" (Delete column “‹name›”?).

Buttons and actions

"Cancelar" (Cancel)

Closes without deleting.

"Excluir coluna" (Delete column)

Deletes the column, its cards, and the rules that point to it; the leads stay in the CRM. Disabled on a column with a required role. It cannot be undone.

• How many cards and how many rules go with it, or that the column is empty.

"Motivos de perda" (Loss reasons)

The reasons the lost dialog offers on this board.

Fields and filters

"Novo motivo" (New reason)

The box "Ex.: Escolheu outra empresa" (E.g., Chose another company). When empty it warns "Escreva o motivo." (Write the reason.); when repeated it says where it already exists.

"Vale para" (Applies to)

"Toda a conta" (Whole account) (appears in the lost dialog of all boards) or "Só este quadro" (This board only).

Buttons and actions

"Acrescentar" (Add)

Adds the reason.

"Tirar o motivo ‹motivo›" (Remove reason ‹reason›)

The X on a reason that can be removed. Deals already lost for it keep the reason in the history.

• The groups "Do modelo ‹segmento›" (From the ‹industry› template), "Da sua conta · valem em todos os quadros" (From your account · apply to all boards), and "Só deste quadro" (This board only), with "Nenhum ainda" (None yet) in an empty group.
• The note that general reasons appear on every board and which reason asks for one more field.

The six roles and where the role appears

• Each role with what it means, how many columns can have it, and which columns on this board use it.
• Where the role appears: "Investimento → Venda" (Spend → Sale), "Conversões" (Conversions), and Webhooks.

"Campos do cartão" (Card fields)

The deal fields apply to all of the account's boards.

Buttons and actions

"Novo campo" (New field)

Opens the new field dialog.

"Mudar a ordem de ‹campo›" (Reorder ‹field›)

Each field's handle: drag, or the up and down arrows. Changes the order on the card and in the panel.

"No cartão" (On the card)

Switch on each field: shows it on the front of the card. Up to three; the fourth warns "O cartão já mostra 3 campos" (The card already shows 3 fields). Disabled on a sensitive field.

"Editar ‹campo›" (Edit ‹field›)

The pencil on each field: opens the field dialog.

"Arquivados (‹n›)" (Archived (‹n›))

Opens and closes the list of archived fields.

"Desarquivar" (Unarchive)

Returns the field to the screens, with its saved values.

"Usar os campos do modelo ‹segmento›" (Use the fields from the ‹industry› template)

On an account with no fields, on a board created from an industry: creates the template's fields.

• "‹n› campos · ‹n› de 3 aparecem no cartão" (‹n› fields · ‹n› of 3 appear on the card).
• Per field: the name, the pills "Sensível" (Sensitive) and "Pedido em ‹etapa›" (Required in ‹stage›), the type (and how many options, for a list), and "preenchido em ‹n› negócios" (filled in ‹n› deals) or "ainda sem valores" (no values yet).

What each stage asks for

The data the agent fills in before the card enters each stage.

Buttons and actions

"Pedir campo" (Request field)

Opens the menu "Pedir em ‹etapa›" (Require in ‹stage›) with the fields the stage doesn't ask for yet.

"‹campo›" (‹field›)

In the menu: the stage starts asking for the field, for the next cards that enter.

"Parar de pedir ‹campo› em ‹etapa›" (Stop requesting ‹field› in ‹stage›)

The X on the required field's tag. Cards already filled in don't change.

• "Não pede nada" (Asks for nothing) on a stage with no requirement; the entry and the lost stage never ask for a field (the lost one asks for the reason).
• The notice "Só vale para avançar" (Only applies when advancing): going back a stage or reopening never asks for data.

Previews

Fields and filters

"Ao entrar na etapa" (On entering the stage)

Choose the stage to see the mini dialog "Para entrar em ‹etapa›, preencha" (To enter ‹stage›, fill in) or "O cartão entra em ‹etapa› direto" (The card enters ‹stage› directly).

• "Assim o atendente vê o cartão" (This is how the agent sees the card): a sample card with the front fields.
• The note that up to 3 fields appear on the front of the card and a sensitive field never appears there.

Field dialog

Title "Novo campo" (New field) or "Editar ‹campo›" (Edit ‹field›), with the live preview beside it.

Fields and filters

"Nome do campo" (Field name)required

The box "Ex.: Renda familiar" (E.g., Household income). When empty it warns "Dê um nome ao campo." (Give the field a name.); when repeated, "Já existe um campo com este nome. Escolha outro." (A field with this name already exists. Choose another.).

"Tipo" (Type)

"Texto" (Text), "Número" (Number), "Moeda" (Currency), "Data" (Date), "Lista" (List), or "Sim ou não" (Yes or no). Doesn't change after it's created.

"Opções da lista" (List options)required

Only on the "Lista" (List) type: at least two options ("Crie pelo menos duas opções." (Create at least two options.)), up to 30. Enter creates the next one; the handle changes the order with the arrow keys.

"Texto de ajuda" (Help text)

Appears below the field for the agent.

"Pedido para entrar em" (Request to enter)

The stages on this board that ask for the field. Only applies when advancing.

Buttons and actions

"Copiar o nome na API" (Copy the API name)

Copies the field key your system uses in fields.

"Marcar como sensível" (Mark as sensitive)

In the notice "Parece um dado pessoal" (Looks like personal data) (income, CPF, document, birth date…): marks the field as sensitive.

"Adicionar opção" (Add option)

Adds an option to the list.

"Remover opção ‹n›" (Remove option ‹n›)

The trash can on each option.

"Mostrar na frente do cartão" (Show on the front of the card)

Switch: the field goes on the front of the card. Disabled on a sensitive field or when three fields are already on the front.

"Dado sensível" (Sensitive data)

Switch: the field never goes out in notices to other systems or in exports, stays masked in the panel, and is kept off the front of the card.

"Manter sensível" (Keep sensitive)

On a regulated-industry account, when turning off "Dado sensível" (Sensitive data) on a field that was already sensitive: cancels the change.

"Desmarcar mesmo assim" (Unmark anyway)

Confirms removing the sensitive mark; it is recorded.

"Arquivar" (Archive)

On a field with values: it disappears from the screens and the values are kept.

"Excluir" (Delete)

On a field with no values yet: deletes the field.

"Cancelar" (Cancel)

Closes without saving.

"Criar campo" (Create field)

Creates the field.

"Salvar" (Save)

Saves the field's changes.

• The "Nome na API" (Name in the API) (for integrators), which doesn't change once the field has values.
• The live card preview, "Como o atendente preenche" (How the agent fills it in), and the mini dialog of the first stage that asks for the field.

"Regras automáticas" (Automatic rules)

When something happens to the lead, the board moves, suggests, notifies, or starts a cadence.

Fields and filters

"Gatilho" (Trigger)

"QUANDO" (WHEN) lead is created, lead is qualified, lead turns hot, lead turns warm, meeting is scheduled, lead is handed off to an agent, agent replied to the lead, lead replies, or lead goes cold with no response.

"Ação" (Action)

"ENTÃO" (THEN) "Mover cartão" (Move card), "Sugerir movimento" (Suggest move), "Disparar cadência" (Start cadence), or "Avisar atendentes" (Notify agents).

"Coluna" (Column)

Only for "Mover cartão" (Move card) and "Sugerir movimento" (Suggest move): the destination column.

"Cadência" (Cadence)

Only for "Disparar cadência" (Start cadence): "Escolha a cadência" (Choose the cadence); a paused one shows marked as "(pausada)" (paused).

Buttons and actions

"Adicionar regra" (Add rule)

Creates the rule. Disabled while the column or the cadence is missing.

"Remover regra" (Remove rule)

The trash can on each rule: opens the confirmation "Remover esta regra?" (Remove this rule?), which has "Cancelar" (Cancel) and "Remover regra" (Remove rule).

• Each rule as a sentence: "QUANDO ‹gatilho› ENTÃO ‹ação›" (WHEN ‹trigger› THEN ‹action›), with "só em ‹coluna›" (only in ‹column›), "só avança" (only advances), or "cadência desligada" (cadence off) when they apply.
• With no rules: "Nenhuma regra ainda — este quadro só se move no arrasto manual." (No rules yet — this board only moves by manual dragging.)
• Cards that already moved because of a removed rule do not go back.

"Rodízio e prazos" (Round-robin and deadlines)

One row per column; each change saves instantly.

Fields and filters

"Status do lead" (Lead status)

The status the lead gets on entering the column: "Sem status vinculado" (No linked status), "Novo" (New), "Em conversa" (In conversation), "Qualificado" (Qualified), "Descartado" (Discarded), "Transferido" (Transferred), or Opt-out.

"Banda" (Band)

The score the lead gets on entering: "Sem banda vinculada" (No linked band), "Quente" (Hot), "Morno" (Warm), "Frio" (Cold), or "Sem score" (No score).

"Tempo máximo nesta etapa" (Maximum time in this stage)

In minutes, from 1 minute to 30 days; empty means no deadline. Saves when you leave the field.

Buttons and actions

"Distribui pelo rodízio quando o cartão entra aqui" (Assigns via round-robin when the card enters here)

Checkbox: the lead on the card that enters the column goes to the next person in the queue. Only works with round-robin turned on in "Configurações" (Settings) → "Equipe" (Team).

• With no columns: "Sem colunas ainda — crie a primeira em Colunas e etapas." (No columns yet — create the first one in Columns and stages.)

"Aparência do cartão" (Card appearance)

Checkboxes for what the card shows beyond the deal fields; all come turned on.

Buttons and actions

"Valor do negócio" (Deal value)

Shows the deal value on the card.

"Banda e score" (Band and score)

Shows the score pill ("Quente 88" (Hot 88)).

"Aderência ao cliente ideal" (Fit with the ideal customer)

Shows the ICP tag.

"Origem de anúncio" (Ad source)

Shows the ad icon.

"Tempo na coluna" (Time in column)

Shows how long the card has been in the stage (with a deadline, it always appears).

"Última fala do lead" (Lead's last message)

Shows the lead's last message.

"BANT (necessidade, orçamento, autoridade, prazo)" (BANT (need, budget, authority, timeline))

Shows the letters N O A P.

"Canal" (Channel)

Shows the channel icon and the account name.

"Barra de jornada" (Journey bar)

Shows the progress bar across the stages.

"Nome do quadro" (Board name)

Fields and filters

"Nome" (Name)

Saves when you leave the field or press Enter. Empty goes back to the previous name.

"Cor do quadro" (Board color)

Six colors; saves on selection.

Buttons and actions

"Definir como padrão" (Set as default)

Makes this the board that opens first in the pipeline and where integrations place leads when no board is chosen. On the default board, the button reads "É o padrão" (It's the default), disabled.

Board vocabulary

What this board calls the person who serves, the person who is served, what is negotiated, and the win.

Fields and filters

"Quem atende" (Who serves)

E.g., Broker. Appears in the filter, on the card, in the notices, and in this board's round-robin.

"Quem atende, no plural" (Who serves, plural)

E.g., Brokers.

"Quem é atendido" (Who is served)

E.g., Customer.

"O que se negocia" (What is negotiated)

E.g., Property.

"Como chamar um ganho" (What to call a win)

Used in the "Investimento → Venda" (Spend → Sale) report.

"Ganhos, no plural" (Wins, plural)

Used in the "Investimento → Venda" (Spend → Sale) report.

Buttons and actions

"Salvar vocabulário" (Save vocabulary)

Saves the six words; disabled with no change. If any is empty it warns "Preencha as seis palavras do vocabulário." (Fill in the six vocabulary words.).

"Excluir quadro" (Delete board)

Removes the board from the pipeline. The leads stay in the CRM; free cards are lost.

Fields and filters

"Novo quadro padrão" (New default board)

Only when deleting the default board when there are others: choose which one becomes the default; the delete button only turns on after you choose.

Buttons and actions

"Excluir quadro" (Delete board)

Opens the confirmation "Excluir quadro “‹nome›”?" (Delete board “‹name›”?), with how many cards and how many free cards the board has.

"Cancelar" (Cancel)

Closes without deleting.

• If it is the only board: a new default board, from the Generic template, is created on the next visit to the pipeline.
• It cannot be undone.

Screen states

Loading

Skeleton of a title and rows ("Carregando o quadro" (Loading the board)); the "Campos do cartão" (Card fields) section has its own skeleton, "Carregando os campos" (Loading the fields).

Nothing here yet

"Colunas e etapas" (Columns and stages) with no columns: "Nenhuma coluna ainda" (No columns yet). "Campos do cartão" (Card fields) with no fields: "Nenhum campo ainda" (No fields yet), with "Novo campo" (New field) and, on an industry board, "Usar os campos do modelo" (Use the template's fields).

If something goes wrong

"Não conseguimos carregar o quadro" (We couldn't load the board), noting that the cards are still saved, with "Tentar de novo" (Try again). In the fields section: "Não conseguimos carregar os campos do cartão" (We couldn't load the card fields).

Person without the admin role

"Só administradores podem editar o quadro" (Only admins can edit the board), explaining that columns, fields and rules are changed by whoever administers the account, with "Voltar ao quadro" (Back to board).