Leads Funnel

This feature allows users to create a visual representation of the lead journey stages by adding, tracking team performance, analytics of the source funnel, and evaluating conversion efficiency in real time with minimal human interference. 

1. The third icon in the main navigation is for the Leads Funnel. It opens the Funnels screen. 

2. The 3rd column is the View Leads link, which navigates to the detail page of Funnel. 

3. The fourth column in the Funnel List is the Reports link, which navigates to the Report Page for the corresponding Funnel. 

4. The “Add New Funnel” button at the top right corner allows users to create new Funnels. 

5. The Action column presents 3 actionable icons for the Funnel, described further.