Sales funnels
allow you
to visually track your
deals as they
move through
various stages from
new lead to
close. And this
marketing
funnel
has
six stages by default. To
customize this
sales funnel,
click on “
sales funnels” at the top,
then click on the
three-dot menu
next to your
sales funnel
to edit.
From here you can
rename the
sales funnel. You
can rename
stages. You can
add a new stage
by clicking the
Add Stage button, or
delete any
unnecessary ones. You
can also choose
how
your stage is displayed. I
like this
mode and then you
can adjust
the colors of the stages
individually. If the
default sales funnel
doesn't
suit you or you
want to add another one
, simply click
Create
Sales Funnel and
set up a brand
new one. To add
an opportunity,
return to the
Opportunities tab
and click Add
Opportunity.
Here, select your
primary contact and
enter a name for the
opportunity.
Select a
sales funnel stage.
Add an
opportunity value.
Update any other
fields you
need, then
click Create
. Back in your
sales funnel, you'll
see your
lead in the
"New Lead" column.
You can
interact with your
potential deal by
dragging it as
your
deals progress. And if you
click and hold on a card
and
drag, you
can
classify
the opportunity as
one, declined, or
lost at the bottom. By
default,
only
your open
opportunities are displayed.
So, to view
your single and
lost trades,
click advanced
filters and then
click the
edit button under
the status to
see what
is displayed. You
have the option
to import many
opportunities
at once, just like we
did with contacts.
And as your deals
progress through the
sales funnel, don’t
forget to check
your main
dashboard,
as it will become more
useful as you
add more
lead data.