Adding Funnel

To add the steps, you can click on Add Funnel, you choose the name and the Funnel deal probability.

 

You can edit the Funnel where a Deal is located, according to your deal through the feature Drag&Drop, dragging the Deal box from a Funnel to the Funnel you want. If you need to edit or delete the Funnel, you can use the icons in the form of pencil and bucket inside the Funnel box.

Rate This Article

(0 out of 0 people found this article helpful)