Funnels

Create & Edit Sales Funnels

In this section, you can add sales funnels for your marketing campaigns or create new sales funnels for your marketing efforts or promotions! These funnels can be short or long and can be used in a variety of ways to sell your products and services. Before you can add things like products to a sales funnel, you will first need to create funnel steps.

You can actually create entire funnels and edit the content within them without connecting a domain, but you cannot publish funnels to the internet without first connecting a domain.

NOTE: Depending on your user permissions, you may not have access to all of the components.

Funnel List

If you've already created any funnels, you will see a list of them below.

Search Funnels By Name

If you have a long list of sales funnels, searching by name may be faster than scrolling to find the particular funnel you're looking for.

Funnel Card

This card shows important information about your sales funnel.

Funnel Name

This is the name of your funnel. This can be edited inside the funnel's settings from inside the funnel.

Current Status

The funnel status will show you whether the funnel is live or just a draft.

Last Edited

Here you can see how many days have gone by since this funnel was last edited.

Total Funnel Steps

You can also see how many total funnel steps are inside each funnel.

Action

Clicking this little icon will open a small menu with a few different funnel actions.

1. Edit Your Funnel Clicking this button will allow you to edit your funnel. You can edit settings, and individual pages as well as add or remove pages from your funnel.

2. Duplicate Funnel Duplicating a funnel is a very easy way to quickly reproduce a funnel while maintaining all the work previously put into that funnel. Once duplicated, you can go in and edit any part of the funnel that needs to be changed.

3. Move Folder If you have folders created in your funnel section, you can move a funnel across folders.

4. Delete Funnel You can delete a funnel by clicking on the "delete" button. The selected item will be permanently deleted from your account, you will be asked to type the word "DELETE" into the provided field.

NOTE: Once you delete, this action cannot be reversed.

Create New Folder

You can also create folders for your different funnels to keep them organized.

Create New Funnel

You can create a new funnel by clicking this button.

Name and Create a Funnel

Here you will give your new funnel a name and create it.

Click the "Start Help Guide" button in this section of your CRM to start an interactive, guided tour and learn more about the components found in this section and how to use them!