Help / Other / Pipeline Funnel

The $Pipeline Funnel

In almost every sales organization their is a "pipeline" that managers like to track. How many leads turned into appointments and how many of those appointments turned into sales?

The $Pipeline funnel is a special funnel (you name it $Pipeline).

  • Go to Funnels in the top level menu /funnels
  • Click Add new Funnel
  • Name the funnel $Pipeline
  • Select 'Field Totals' for Funnel Type
  • Set your most used timeframe
  • Create you funnel visualization by adding steps
  • √ Share to All Users
  • Click Save

The $Pipeline funnel is unique in that it can be viewed in relation to a bookmark or a single contact (click More tab, Pipeline).