Give the funnel a descriptive name

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API Removal: This method is suitable for experienced users familiar with programming and APIs. It provides the most efficient automatic cleaning based on complex, customizable criteria.
Briefly about setting up a lead funnel
A sales funnel is a visual representation of the process through which potential customers move from their first encounter with your company to the closing of a sale. With this tool, you can track each stage of customer interactions and analyze the effectiveness of your marketing campaigns.

You can start with funnel templates and adapt new zealand telegram number database them to create your own models with stages that fit your business and customer journey. To do this:
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In the main menu, open the "CRM" section, select "Sales Funnels" and click the "Add Funnel" button.
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Set up stages. By default, the funnel has eight stages: new, document preparation, prepayment invoice, in progress, final invoice, deal successful, deal failed, failure analysis. You can edit existing stages or create custom ones.
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For each stage, you can set up the following parameters: responsible person, expected completion date, as well as automatic actions (robots and triggers), such as notifications and creating tasks for employees, sending emails to the client, and others.
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Assign leads.
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