How to organize your contacts with funnels

A funnel shows where each contact is in your sales process, for example New lead, Interested and Booked. You create the stages once, attach the funnel to an agent, and the agent places each contact in the right stage, as the conversation goes on.

Step 1: Open Funnels

In the left menu, open Agents submenu, then Funnels. You'll see your funnels with their stages, how many leads they have and how many agents use them.

Step 2: Create the funnel and its stages

Click Create funnel and fill in:

• Funnel name: for example "Sales Funnel".

• Funnel stages: for each stage, choose a color, write its name and describe what it means, for example "Asked about prices, services or availability". The agent uses this description to recognize the stage, so make it a clear criteria. Order the stages from the first contact to the close.

Click Add stage to add more. The Preview shows how the stage tags will look. Click Save.

Step 3: Attach the funnel to an agent

Open the agent and go to Main, then Contact settings.

At the end, in Funnel, choose the funnel. Below it you'll see its stages. Click Update to save. To stop using a funnel, choose No funnel.

From now on, the agent places each contact in the stage that matches the conversation and moves it as the conversation advances. The agent never tells the contact which stage they're in.

Step 4: Follow your leads on the board

In Funnels, click a funnel to open its board. At the top you'll see how many leads each stage has, and below, one column per stage with its leads.

• Choose Today, 7 days, 30 days or All to see the leads by when their stage was set.

• If the agent placed a lead in the wrong stage, drag its card to the right column by hand.

• To change the stages, click Edit stages.

You can also see and change a contact's stage in Contacts, in the Funnel stage column.

Technical reference

• Stages: from 1 to 8 per funnel, each with a name, a color and a description.

• One funnel per agent: each agent uses one funnel or none. A funnel can be used by several agents.

• Several funnels per contact: a contact who talks with two agents can be registered in each of their funnels, with its corresponding stage in each.

• Manual changes: after you move a lead by hand, the agent keeps classifying it in the next messages and may move it again.

• Deleting a stage: the contacts clasified in it stay in Contacts, without a stage in that funnel.

• Deleting a funnel: from the funnel's ⋯ menu. It asks for confirmation and is removed from the agents that used it.

• Who sees them: your agency's funnels are only for your agency, and each sub-account has its own.

Common problems

Done

Your agent is able to classify your contacts by stage. Open the board to see how your leads move.