Setting Up the Sales Funnel


The sales funnel is the client's path from the very first contact to payment for the order or entering into a service contract. The funnel is divided into specific steps by which the manager navigates the client from the first request to closing the deal. Each such step is called the funnel stage. This can be, for example, filling out an application from a client, sending a commercial offer by the manager, issuing the invoice, and so on. The funnel shows the potential sales amounts and the number of opportunities. In Flowlu, you can set up any number of funnels for each line of business and manage the sales in one place.

Let’s touch upon the creation of the funnel.

Go to the System Settings → CRM → Sales Funnels.

Here, one sales funnel will be created by default, you can always change it. To create a new sales funnel, click the Create button.

In the opened sidebar, specify the funnel name and description.

To add the stages, click on the funnel. In the opened sidebar, indicate the steps.

To rename a stage, move the cursor over it. Rename it and click on the checkmark or any other place outside the edit field.

You can select the color of each stage, which will be displayed in the CRM report when you select this funnel. To do this, click on the color to change.

With the help of Drag&Drop, you can arrange the funnel stages in the necessary order.

To add a new stage, click on the corresponding button:

To edit an existing sales funnel, click on its name. In the opened slide–panel, move the cursor over the name of the funnel and rename it.

Funnels and stages will be displayed in the CRM application, on the Opportunities tab.

Using Drag&Drop, sort the funnels in the order in which you want to display them on the Opportunities board.

How to delete a stage?

If necessary, you can temporarily change the activity of the stage. In this case, the stage will not be displayed on the board. To deactivate the stage, select "No" in the Active column. When the stage is deactivated, all opportunities that are at the current stage will be transferred to the previous stage.

To delete one or more stages—select them.

In this case, all opportunities will also go to the previous stage. If you deactivate or delete the first stage of the funnel, the opportunity will remain in the new first stage.

How to Delete the Funnel?

If you have opportunities in the sales funnel, and you do not want to use the funnel, but want to save the opportunity history, then deactivate the funnel in the Active column.

All opportunities on it will be saved, but you will not be able to create new ones using this funnel. Also, it will not be displayed in the list of active opportunities.

If you want to delete the entire funnel, then you need to delete all opportunities in the active opportunities list and archive opportunities list. Go to CRM → Opportunities, select step by step all stages that relate to the not needed funnel:

Select all opportunities and delete them.

Do the same in the list of archived opportunities. After that, you can delete the funnel.