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Add Funnel

This tutorial will look at how you can add a funnel and a category within a funnel. This tool helps you assign a category to each contact so you can manage your business easier.

Go to the navigation menu on the left side or top of the page and click on Opportunities - Add Funnel.

In the window Create a Funnel enter the name of the Funnel. In the example below, we created two funnels. Then click on the blue button Add New Category. As you can see, two categories were added. Finally, don’t forget to click on the Save button.

The new funnels are listed on the Manage Funnels list.

In this tutorial, you have learned how to add a new funnel and a category within a funnel.

Thank you for being with us!

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