Automatic status updates - Trama

Available on Pro and Business plans (requires sales rep tracking).

How it works

When your sales reps’ WhatsApp numbers are connected, Trama reads the conversations and detects status changes automatically:

What happens	What Trama does
Sales rep sends their first message to the customer	Moves from TO ATTEND to IN CONTACT
Sales rep sends a quote PDF	Moves from IN CONTACT to QUOTED
Sales rep sends a price in the conversation	Moves from IN CONTACT to QUOTED
Customer says “I already booked with another business”	Moves to LOST (reason: competition)
15 days pass without response after 3 touches	Moves to LOST (reason: no response)

Transitions requiring confirmation

Not everything moves automatically. Won sales always require confirmation from the sales rep, either from Mission Control or by telling the agent “we closed Lucy’s sale”.

Without tracking

Without connected WhatsApp numbers (Starter plan), the sales rep moves opportunities manually from Mission Control or tells the Trama agent via chat.

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