Funnels

Funnels help you guide leads from initial interest to a goal: a consultation, a demo or a purchase. Break your process into stages to see who has moved forward, where inquiries are accumulating and who needs attention.

For example, a sales process might use the stages “New lead” → “Interested” → “Consultation scheduled” → “Became a customer”. Move leads manually, configure event-based transitions, or let an automation or agent move them. This keeps the funnel aligned with your work with customers.

Statistics help you assess progress through stages over a selected period, while the UTM filter lets you look at leads from a particular traffic source. From the counts, you can open specific leads and follow up with them. Use markers when you need to distinguish leads within one stage: for example, those who requested a demo or have already agreed on a budget.

Open a funnel

Open “Funnels” under “Analytics”.
On the list page, click a funnel name.

Its page with stages and statistics opens.

Use “Search by name” on the left above the list to find a funnel. The “Add” button is on the right of the search field.

Funnels. Highlighted elements: 1. “Funnels” under “Analytics”; 2. list page — 1. “Funnels” under “Analytics” · 2. list page

Use the “Edit” tab to change stages and rules on the page with stage columns.

Funnels. Highlighted elements: 2. page with stage columns; 3. “View” — 2. page with stage columns · 3. “View”

The “View” tab presents the metrics as a vertical funnel.

Funnels. 4. vertical funnel — 4. vertical funnel

Working with a funnel

Creating a funnel: add a new funnel to the project.
Stages: configure stage names, colors and order.
Sources: configure event-based transitions or add external metrics from plugins.
Leads in a funnel: move existing leads and find those at a particular stage.
Stage markers: label different lead states within a stage.
Statistics: compare current counts with passages during a period.
Transition history: find out when and why a lead entered a stage.

Rename a funnel

Open the funnel.
Click “Settings”.
Change the name.
Save your changes.

Delete a funnel

In Settings, click Delete funnel.

Funnels. 1. Delete funnel — 1. Delete funnel

Check the name in the confirmation dialog.
Click Delete funnel.

Funnels. 2. confirmation dialog — 2. confirmation dialog

You can delete a funnel with leads: the leads and their transition history are kept. The funnel disappears from the list, current stages in lead profiles, filters, and automation choices. New transitions stop.

Replace any configured automation steps that reference the deleted funnel: those steps can no longer execute.