Skip to content

Read the funnel and move leads on the board

See how many leads reach each stage and where you lose them. At the end, you know which stage and which lead source need work, and you can move lead cards between stages by dragging. Reading the funnel takes about 5 minutes.

Before you start

  • You can see CRM in the left rail with Funnel in its panel. It needs access to the CRM reports. If you do not see it, ask your admin.
  • You have leads. See Work with leads.

Steps

Open the funnel

  1. Open CRM in the left rail, then select Funnel.
  2. At the top, check that Funnel is selected in the Funnel | Board switch.

Read the conversion funnel

  1. Read Conversion funnel. Each bar is a stage.
  2. Under each bar, read the share lost before the next stage.
  3. Find the biggest drop. That is the stage where leads go cold.

Compare lead sources

  1. Scroll to Funnel by source.
  2. Find the source with the highest conversion.
  3. Click Lead Sources to open that screen. See Manage lead sources.

Download the funnel

  1. Click Export.
  2. Ohanvi downloads an Excel file of the funnel.

Switch to the lead board

  1. Click Board in the Funnel | Board switch.
  2. Read the 6 columns, left to right: New, Contacted, Qualified, Unqualified, Lost and Converted. Each column header shows its lead count.
  3. Read a card. It shows the lead's name, the company under it, and Score with the lead's number if the lead has a score.
  4. Scroll sideways if all 6 columns do not fit.
  5. Click Funnel to go back to the bars.

The columns are fixed. You cannot rename them or add new ones.

Move a lead to another stage

  1. Press and hold a lead card for a moment.
  2. Drag it to another column.
  3. Drop it. The lead takes the new status.

If the move fails, the message Could not move the lead. appears. The card stays where it was.

Note

A lead reaches Converted only when you convert it, with the Convert action. See Work with leads.

Change which stages show

  1. Look for Edit stages. It shows only for the platform sysadmin.
  2. If you see it, click it to hide stages or change their order in your own view of the funnel.

Troubleshooting

Issue Cause Fix
The funnel is empty You have no leads, or none in the period. Add leads. See Work with leads.
Funnel is missing from the CRM panel Your role has no access to CRM reports. Ask your admin for CRM reports access.
Could not move the lead. The status change did not save. Try again. Use Move Status on the lead if it keeps failing.
The card will not drag You tapped instead of pressing and holding. Press and hold the card, then drag.