Sales funnel

The Sales Funnel can be accessed by clicking the link next to the "Contacts by statuses" diagram on the partner screen in the CRM module. The Sales Funnel shows you where are your business partners currently in the sales process of their company.

Through the different phases of a sales funnel, customers get through the process of contacting, considering, and making a purchase. It provides statistics on lost customers and the reasons of dropping out. Supporting the management's decisions in an immediately transparent, highly interpretable format. The levels show separately the number of companies and individuals at that level.

By clicking on the figures on the levels, collects the people in the list, to whom you can even send a bulk email or newsletter with another click.If desired, the funnel levels can be customized according to your specific business processes under the Settings.