Multi funnels in deals and leads

Multi funnels are a convenient functionality for sales management in CRM.

It allows you to distribute work in the company, for example, between different departments depending on their specifics, types of clients, sources of communication, work format, etc. By configuring the stages in each deal funnel, you can easily adapt CRM to your business needs.

How to create a new funnel?

You can create a new funnel right away on the deals or leads page, both in the list and on the Kanban board.

So, to do this, you need to open the funnel switch and click on the button + new funnel.

The window for creating funnels will open.

Here, come up with a name for the new funnel. Edit existing standard stages: rename them, change their color and specify failure reasons that are specific to your sphere of activity. And also add your intermediate stages.

When everything is ready, Save the new funnel.

After that, it will appear in the list of funnels available for work. You can check the success of the creation using the switch.

In addition, you can add a new funnel for deals in the Settings - Sections. To go to it, you need to use the left menu or click on the gear (Configure item).

Open the CRM section, then go to either the Leads or Deals tab. In the Funnels settings section, click the Create a new funnel button.

Enter the name and save.

Then expand the funnel and edit the existing standard stages, add your own intermediate ones, and also specify the reasons for failure that are specific to your sphere of activity. In other words, perform similar actions as when creating on the entity page (lead or deal).

How to configure existing funnels?

First you need to open the funnel switcher and hover over the desired one. As a result, a gear icon will appear.

After clicking on it, the settings window will open. Here you can perform all the same actions as when creating a funnel. That is, edit the existing standard stages: rename them, change the color and specify the reasons for failure that are specific to your sphere of activity. And also add your intermediate stages. And, of course, change the name of the funnel.

The same options are also available on the Settings – Sections – CRM – Deals or Leads – Funnels settings page.

How to delete funnels and stages?

To delete a funnel, you must first go into its configuration mode.

Next, call the interaction menu and click Delete.

And confirm your actions.

You can also delete it on the page Settings – Sections – Deals or Leads – Funnels settings. To do this, click on the trash icon, next to the name of the desired one.

You can delete a stage on the board. First, you need to switch to its editing mode. Click on the pencil icon that appears when you hover over the stage name.

Then click on the trash icon.

If you try to delete a stage that contains elements, you will receive a system message.

To successfully delete a stage, it must be empty. So clear it of deals first. And then proceed to the deletion.

How to work with funnels in lead and deal cards?

When creating either a lead or a deal, you can assign a funnel to the element and select the desired stage within it.

To ensure that the card (2) opens with the correct funnel (3) when adding an element, select it using the toggle (1).

Of course, the funnel for a lead or deal can be changed at any time. However, note that since this action involves editing, you will need the appropriate permissions.

So, go to the card of the required element and click on the funnel selection block. Then, assign a new funnel and select the stage.

And, of course, don’t forget to Save. Done!

If you have additional questions or you need to contact the support, send a request to this email [email protected]