Skip to content
ChatterfyHelp Center
HomeGeneralCRMAI ManagerTrackerPlatformsFAQUpdate log
Main
Bot Settings
Text Recognition
Bot Settings
General — basic bot settings
Delays — bot delays
Notifications — Telegram Notifications for the Team
Basic setup after connection
Webhooks & API — receiving data from external sources
Custom Fields — custom fields
Sale Status — sales funnel stages
Automation & AI
CRM defaults
Flow Settings
AI Settings
Steps
Communication
Changes
Terms
Tracking
Additional
Messenger
Client card
Chat data
Events
Users
Mailings
Analytics
  1. CRM
  2. Bot Settings
  3. Sale Status — sales funnel stages

Sale Status — sales funnel stages

The Bot Settings → Sale Status section is used to track the stage a lead is at within the sales funnel. Sale Status helps the team quickly understand: where the user is now which actions have already

Updated August 30, 20263 min
The Bot Settings → Sale Status section is used to track the stage a lead is at within the sales funnel.
Sale Status helps the team quickly understand:
  1. where the user is now
  1. which actions have already been completed
  1. how many leads are at each stage
  1. where funnel drop-offs occur.
A lead can have only one Sale Status at a time.
As the lead moves through the funnel, the status can change — manually by an operator or automatically via Flow.


When you need Sale Status

  1. you have a long funnel with multiple stages
  1. you need to quickly segment leads by stage
  1. managers handle a large number of chats
  1. you need clear analytics by sales stage
  1. you need to see conversion between steps.
Examples:
  1. Registration → FD → RD
  1. New lead → Call → Deal
  1. Order → Payment → Delivery.


Sale Status, Tags, and Custom Fields — what’s the difference?

These tools are often confused, but each has its own purpose.
Tool
What it’s used for
How many values at the same time
Works via Webhook
Sale Status
Funnel stage
Only one
No
Tags
Tags and segmentation
Multiple
Partially
Custom Fields
Any data
Unlimited
Yes
Main rule
Sale Status is a funnel stage. Tags are additional tags. Custom Fields are data and values from external systems.


How to create a Sale Status

1. Open Bot Settings → Sale Status

Go to:
  1. CRM
  1. select a bot
  1. Bot Settings
  1. Sale Status
If the bot is new, the list will be empty.


2. Click Add new sale status

The button is located at the top of the section. After you click it, the form for creating a new status will open.

3. Specify the status name

Enter the stage name. You can use Russian, English, or any internal team names.
Examples:
  1. Registration
  1. FD
  1. RD
  1. Paid
  1. Delivered
  1. Call scheduled

4. Click Save

After saving:
  1. the status will appear in the list
  1. it will become available in CRM
  1. it can be used in Flow and manually in the customer card.


How to assign a Sale Status

There are two ways.

Manually through CRM

The operator opens the customer card and selects the status manually. This is suitable for situations that cannot be determined automatically:
  1. a call took place
  1. the manager arranged a meeting
  1. the customer confirmed the order
  1. the lead became VIP.

Automatically through Flow

Use the Change sale status — update the sale stage step.
Flow automatically changes the stage when the user reaches the required step. For example:
  1. registered → Registration
  1. made a deposit → FD
  1. repeat deposit → RD.
This is the main way to automate the funnel.
Important
A lead can have only one Sale Status at a time. When a new status is assigned, the old one is replaced automatically.


Where Sale Status is displayed

After assignment, the status is visible:
  1. in the client card
  1. in the CRM chat list
  1. in filters Messenger.
  1. in analytics and notifications.
This lets the manager immediately understand the conversation context without opening the chat.


Funnel examples

Arbitrage

Typical structure:
  1. Registration
  1. FD
  1. RD
  1. Withdraw

E-commerce

Example for a store:
  1. Order
  1. Paid
  1. Shipped
  1. Delivered

Sales / B2B

For long sales cycles:
  1. New lead
  1. Initial contact
  1. Call scheduled
  1. Commercial proposal
  1. Deal closed
gicon:Lightbulb
Tip
Do not create too many statuses. The optimal number is 4–6 main stages. If there are too many stages, it becomes harder for managers to navigate, the number of automations increases, and maintaining the logic becomes more difficult. It is better to store additional details using Tags and Custom Fields.


Where Sale Status is useful

Fast workflow for managers

The operator opens the chat and immediately understands what has already happened and what needs to be done next.

Chat filtering

You can quickly show everyone with FD, everyone without a deposit, or everyone at the registration stage.

Sales tracking

The team can see where leads are being lost, how many leads are at each stage, and which stage delivers the best conversion.


Sale Status limitations

Cannot be written via Webhook

An external system cannot directly change Sale Status.

Internal tool only

Telegram user:
  1. does not see Sale Status
  1. cannot change it
  1. does not know it exists.
The status is used only within the CRM.


Frequently Asked Questions

Yes. Sale Status is used in filters, in Flow, and in automatic actions.

The previous status is automatically replaced with the new one.

Use Sale Status for the funnel stage and Tags for additional labels. Example: Sale Status = FD. Tags = VIP, Hindi, Retarget.

Yes, but before deleting it, we recommend checking whether the status is used in Flow and assigned to active leads.


Related

Bot Settings
Bot Settings is the main settings section for a specific bot. It contains settings that apply to the entire bot: name, description, status, timezone, response delays, notifications, webhooks, custom f
Change sale status — update the sale stage
The Change sale status step automatically assigns to a lead. Unlike tags, there is only one sale-status at a time—the new one replaces the previous one. Used to track sales funnel stages: “Subscriptio
Custom Fields — custom fields
Custom Fields (Bot Settings → Custom Fields) — a section for creating additional fields in the customer card. Standard fields already exist in Chatterfy: name, username, status, and Telegram ID. But o
Tags — tags for segmentation
The Bot Settings → Tags section is for tags used to label leads. They are similar in concept to , but much more flexible: a single lead can have multiple tags at the same time. Use tags for everything
Notifications — Telegram Notifications for the Team
Notifications (Bot Settings → Notifications) is a section for sending notifications to the team's Telegram groups. Currently, Notifications work for the following event: A chat switches to Manual stat
Customer Card
The client card is the right-hand panel in , which opens when you click a chat. It contains 3 tabs : Chat data (current lead parameters + actions), Events (event feed), Media (all files from the conve

Was this article helpful?

BackCustom Fields — пользовательские поля

On this page

  • When you need Sale Status
  • Sale Status, Tags, and Custom Fields — what’s the difference?
  • How to create a Sale Status
  • 1. Open Bot Settings → Sale Status
  • 2. Click Add new sale status
  • 3. Specify the status name
  • 4. Click Save
  • How to assign a Sale Status
  • Manually through CRM
  • Automatically through Flow
  • Where Sale Status is displayed
  • Funnel examples
  • Arbitrage
  • E-commerce
  • Sales / B2B
  • Where Sale Status is useful
  • Fast workflow for managers
  • Chat filtering
  • Sales tracking
  • Sale Status limitations
  • Cannot be written via Webhook
  • Internal tool only
  • Frequently Asked Questions
  • Related