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Manage Funnel

This tutorial will look at what information you can view, manage, and track in a funnel.

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

This list allows you to view and track the following information:

  • Funnel name;

  • How many contacts are assigned to a funnel;

  • The number of phases (categories) within a funnel;

  • The date and the name of the creator of the funnel;

Click on the three-dot button under the Action tab. You will see the functions that will help you manage your funnels.

Edit - allows to change the funnel's name and make any necessary edits to the categories.

Delete - automatically removes the funnel.

View - another report opens for the funnel. In this example, the funnel name is Buyers. You will see this report if you click on the funnel name in the list.

Here you can view and track the following information:

  • The contact's name and their details;

  • The category the contact is assigned to;

  • The status of interest;

Interested means that your contact has clicked on the call-to-action link to your phone number or social media profile.

Engaged tells you that your contact opened more than two links from your email.

Visited shows if the contact has opened one or two links from your email.

Not Visited means that your contact didn't take any action.

  • Campaign emails status;

You can see the category of each email (sent, opened, closed, etc.) by hovering over any color.

  • The number of opened and viewed emails; the average spent time.

When you click on the contact's name, the contact's detailed report opens. !Please refer to the tutorial Prospects Dashboard to learn more!

You can also email the contact by clicking on their email address.

In this tutorial, you have learned how to manage a funnel.

Thank you for being with us!

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