To access this feature, activate the Sales Funnel Gem from the Holded Store for free.
Learn more here about Deals.
How to get there
- Access Sales
- Select Sales funnel
Create a new funnel
- From Sales funnel, click on the drop-down menu on the right of your screen
- Click on + New funnel
- Name your funnel
- Set the Privacy
The option Public allows any user to access the funnel, while by setting the Private mode only the selected users and sales teams will be able to access.
- Define the Stages of your opportunities
By default, 4 stages will be displayed. Write the name of your lead, leave a short description and set the economic probability. You can add new stages or delete them according to your needs.
- Click on Save
Edit a funnel
- Access to Sales funnel
- Click on the three-dot menú (⋮), on the top right of your screen
- Select Edit funnel
Delete a funnel
- Access to Sales funnel
- Click on the three-dot menú (⋮), on the top right of your screen
- Select Delete
In case you delete a funnel, you will have the option to transfer the opportunities to other funnels.