Funnels

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Funnels

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Creating a Funnel

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Moving Contacts Through Stages

1. Open the conversation
2. Click the funnel icon in sidebar
3. Select the new stage
4. Contact moves to that stage (and leaves previous)

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Key Difference from Labels

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Example Sales Funnel

📊 Sales Pipeline
   1️⃣ New Lead
   2️⃣ Contacted
   3️⃣ Discovery Call
   4️⃣ Proposal Sent
   5️⃣ Negotiation
   6️⃣ Closed Won ✅
   7️⃣ Closed Lost ❌

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Viewing Funnel Analytics

1. Click on your funnel name
2. See contacts in each stage
3. View conversion rates between stages
4. Identify bottlenecks in your pipeline