This section shows you a visual representation of the flow of your companies and leads through your funnel. The different categories focus on:
Here, you will find how companies flow through your funnel.
Here's how you can set it up:
- In the right upper corner, you will find the "Select start prospecting status" dropdown menu. You can select the status that you would like to see in the middle of the chart.
- Next to it, you can find a settings icon, click on it and you will see this menu:
Here, you can select how many steps you want to see before and after the selected status. For example, here is how 2 steps before and 3 steps after the status Contacted would look:
Here, you will find how leads flow through your funnel.
It works exactly the same as the prospecting motion for companies. You can set it up easily by selecting the starting prospecting status and how many steps you want to see before and after that status in the right upper corner. Check the above category for more details.