Multi funnels are a convenient functionality for sales management in CRM.

It allows you to distribute work in the company, for example, between different departments depending on their specifics, types of clients, sources of communication, work format, etc. By configuring the stages in each deal funnel, you can easily adapt CRM to your business needs.

The multi funnel functionality is available for leads and deals.

How to create a new funnel?

📌 Please note that the number of funnels that can be created in Space depends on the plan. For more details follow this link.

You can create a new funnel right away on the deals or leads page, both in the list and on the Kanban board.

So, to do this, you need to open the funnel switch and click on the button + new funnel.

🌟 Only an administrator or a user with the appropriate set of rights can create funnels. For others, it is only possible to switch between existing funnels. And there is no button to create a new one.

The window for creating funnels will open.

Here, come up with a name for the new funnel. Edit existing standard stages: rename them, change their color and specify failure reasons that are specific to your sphere of activity. And also add your intermediate stages.

How to create your intermediate stage?

To do this, you need to click the Add button.

Next, you need to (1) specify a name for the new stage and (2,3) select or configure your own color.

After that Save the stage.

💡All created intermediate stages can be deleted. To do this, just click on the trash bin icon.

How to add failure reasons?

To do this, click on the Add button.

Then you need to specify the reason and click on the checkmark to save.

How to edit standard stages of a new funnel?

To do this, you need to click on the pencil icon next to the stage you want to make changes to.

Then, you can edit the stage name (1), its color (2), and Save everything (3). Or (3) Cancel the changes if you decide not to make them.

When everything is ready, Save the new funnel.

After that, it will appear in the list of funnels available for work. You can check the success of the creation using the switch.

In addition, you can add a new funnel for deals in the Settings - Sections. To go to it, you need to use the left menu or click on the gear (Configure item).

Here, expand the Deals or Leads block and click on the Create a new funnel button in the Funnel settings section.

Enter the name and save.

Then expand the funnel and edit the existing standard stages, add your own intermediate ones, and also specify the reasons for failure that are specific to your sphere of activity. In other words, perform similar actions as when creating on the entity page (lead or deal).

How to configure existing funnels?

First you need to open the funnel switcher and hover over the desired one. As a result, a gear icon will appear.

🌟 Only an administrator or a user with the appropriate set of rights can configure funnels.

After clicking on it, the settings window will open. Here you can perform all the same actions as when creating a funnel. That is, edit the existing standard stages: rename them, change the color and specify the reasons for failure that are specific to your sphere of activity. And also add your intermediate stages. And, of course, change the name of the funnel.

The same options are also available on the Settings – Sections – CRM entity settings – Deals or Leads – Funnel settings page.

How to configure funnel stages on the Kanban board?

You can quickly edit and add a new stage directly on the board.

To change the name or color of a stage, click on the pencil icon. Make the necessary changes and save.

To add a new stage, click on the purple plus icon. It will be displayed when you hover over the name of the stage near which you plan to create a new one. Enter a name, select a color and save everything.

Additional options for interaction with the funnel

They are located in the menu of interaction with the funnel, which is available when configuring it. So, you can additionally duplicate the funnel, copy the link or delete it.

How to delete funnels and stages?

To delete a funnel, you must first go into its configuration mode.

🌟 Only an administrator or a user with the appropriate set of rights can delete funnels.

Next, call the interaction menu and click Delete.

And confirm your actions.

❗️Please note that if the funnel contains deals, it will be impossible to delete it.

Be sure to check the filters before deleting the funnel to ensure that it doesn't contain any elements.

You can also delete it on the page Settings – Sections – CRM entity settings – Deals or Leads – Funnel settings. To do this, click on the trash icon, next to the name of the desired one.

You can delete a stage on the board. First, you need to switch to its editing mode. Click on the pencil icon that appears when you hover over the stage name.

🌟 Only an administrator or a user with the appropriate set of rights can delete stages.

Then click on the trash icon.

If you try to delete a stage that contains elements, you will receive a system message.

To successfully delete a stage, it must be empty. So clear it of deals first. And then proceed to the deletion.

❗️Pay attention! Check the filters when deleting an empty stage to make sure that there are definitely no elements attached to it.

The element counters will serve as a hint. For example, you might want to delete a stage that initially appears to be empty.

However, if you reset the filters or adjust them, you may see what the matter is actually. The counters will give you a clue about this.

Alternative ways to delete stages

Stages can also be deleted when configuring a specific funnel.

Or on the Settings – Sections – CRM entity settings – Deals or Leads – Funnel settings page.

❗️When deleting in any way, do not forget about the empty stage rule.

How to work with funnels in lead and deal cards?

When creating either a lead or a deal, you can assign a funnel to the element and select the desired stage within it.

💡 A special note for leads: When creating leads, you cannot select the final stage in the funnel.

To ensure that the card (2) opens with the correct funnel (3) when adding an element, select it using the toggle (1).

Of course, the funnel for a lead or deal can be changed at any time. However, note that since this action involves editing, you will need the appropriate permissions.

So, go to the card of the required element and click on the funnel selection block. Then, assign a new funnel and select the stage.

And, of course, don’t forget to Save. Done!

If you have additional questions or you need to contact the support, send a request to this email [email protected]