A. What are funnels?

B. How do I create a funnel?

C. How do I edit a funnel?

D. Where do I see funnels?

Funnels are a tool to define a series of stages through which a contact can pass.

We can create different funnels and in each of them define as many stages as necessary.

A sales funnel is the different stages a person goes through before buying. It is also used to visualize, understand and analyze customer behavior throughout the entire buying process.

A common example could be: a sales funnel that allows us to take a customer from the first contact to the closing of the contract.

If you want to create your own funnel with the help of a member of the Witei team, in the following video you can find detailed step by step and interesting information about funnels explained by a member of our team:

Here are the minutes with direct links to each block of content so you can go directly to the section you are most interested in checking this video:

00:09 - What is a funnel.
​00:24 - Where to create my first funnel.
​01:05 - How to create a funnel.
​04:48 - How to manage a created funnel.
​05:32 - How to edit a created funnel.
​07:23 - How to assign a funnel to a contact manually.
​09:04 - How to define a default funnel stage.

1.In the side menu> CRM> Funnels >click on the + button on the side.

2.Edit its title and the name of its stages.

3.To save, click on ''Create funnel'':

1.In the side menu> CRM> Funnels>Edit funnel.

2.Edit its title and the name of its stages.

3.To save, click on ''Back to funnel''.

Important Note: only users with Administrator permissions will be able to edit the workspace funnels. If you want to know how to configure these permissions click here.

1.In the side menu > CRM > Funnels > Edit funnel.

2.In the top left corner >Funnel> click on the name of the funnel> choose another funnel from the drop-down menu.

3.To see the stages of another funnel, repeat the previous step.