Working on a deal usually involves several steps; e.g., a) first contact, b) discussing details, c) drafting of documents, d) invoice payment, e) execution of works, f) acceptance of works. Or quite a different sequence of actions: a) appeal to a client, b) an interview with a client, c) agreement on the final text to be published, d) publishing of an interview.
A sequence of actions, or stages, which you complete one by one while working on a deal is called a funnel. It’s up to you to decide which stages you want to have available for marking as completed to get the best control over your own and your team’s work.
Setting up funnels
- Go to “Settings → Sales funnels” screen.
- Change the default funnel according to your needs:
- rename default stages;
- delete the stages that you don’t need;
- add missing stages.
- Or add a new funnel:
- type funnel name;
- select one of available base colors for the funnel color scheme or enter your custom base color;
- add required stages.
- Set up access: select user groups defined in Team app who must be able to work with the new funnel.
- Add more funnels with appropriate stages if you use several different procedures within your company for working with clients’ deals.
When adding stages to a funnel, keep in mind that a standard stage named “Close” will be appended to your stage list. It is used to mark a deal as successfully completed or lost.
How to use different funnels
A deal in CRM is always linked to a funnel. How do deals get into specific funnels?
The exact procedure depends on the method by which a deal is created. If you add it manually, then you simply select the desired funnel from a list.
If a deal is created from a message submitted via a website form or from a received email message, then the funnel it will get into must be selected when you set up a web form or connect an email address to CRM.
Once added, a deal can be manually transferred from stage to stage as you complete various parts of work within a deal completion procedure. So, step by step, you will transfer a deal towards the last “Close” stage. On that stage, you will have to anser the question about whether a deal is being completed successfully or must be marked as lost.
The final “Close” stage is not available on the funnel-editing screen in CRM settings. It is a built-in system stage that is automatically appended to the editable stage list of any funnel.