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Learn how the funnel works
Learn how the funnel works

What is a funnel?

Updated over 3 years ago

It's a visual representation of the entire process your leads must go through to convert from prospects to loyal customers. You can customize them according to the process and turn of your organization, because we know that each one is different!

Each stage of the funnel is defined based on the activities that the sales team has to carry out, so that you can take your prospect by the hand throughout the process until they buy your product or service.

The funnel ranges from when the Lead meets the company or has the first contact with it, until it is finalized in a sale.

Benefits of using a funnel:

  • Standardize your processes

  • Build a long-term relationship with your customers

  • Improve your sales by visualizing what stage they are in and giving them information and personalized attention accordingly.

  • Helps you redefine your marketing and sales strategies

  • Improve the relationship with your customers

  • Optimize attention time

  • Helps you define and refine your consumer profile

  • It will allow you to have a better order, be more precise and assertive as salespeople and as a team.

Funnel features

The Leadsales Funnel allows you to drag and accommodate your Leads according to the stage they are in so that you can give them the appropriate information and attention so that they feel happy and generate a long-term bond with your company.

Drag and move your Lead to the Stage corresponding to the process it is in

Change your Lead to another Funnel

Change your Lead assignment

Archive (hide) your Lead

  • Don't limit yourself on using more funnels, we recommend having no more than 500 leads per stage and no more than 2000 per funnel.

  • Recommendations tips to improve performance and speed.

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