CRM
Funnels
Define and monitor the stages that prospects and opportunities move through.
Use Funnels to make a sales or relationship process visible as a sequence of stages.
Common use cases
- Create or review a funnel and its stages.
- Place leads or opportunities in the correct stage.
- Monitor conversion, value, and stalled records.
- Standardize the steps teams follow from first contact to outcome.
Keep stages distinct and action-oriented so the funnel remains useful for reporting.