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Creating a funnel

Open the Funnels section.

Fill in the form

Click “Add”.

Creating a funnel. 1. “Add”
1. “Add”
  • In the creation dialog, enter a name for the funnel.
  • Click “Add” at the bottom of the dialog.
Creating a funnel. Highlighted elements: 2. creation dialog; 3. name; 4. “Add” at the bottom of the dialog
2. creation dialog · 3. name · 4. “Add” at the bottom of the dialog

The funnel opens with its first “New lead” stage. There is no separate start action: saved conditions apply to new events.

A project supports up to 100 funnels.

After creation

  1. Add the required stages.
  2. Configure sources.

To distribute existing leads immediately, use manual placement.