Follow your customer journey end to end
You follow every stage a lead moves through, from first contact to sale, in a funnel view — and see exactly where and how much you're losing at each stage.
How It Works
01
Every stage, with its own count.
From first contact to appointment, from offer to sale, you see how many customers you have at each stage at a glance.
02
You see where the loss is happening.
Once you notice which stage is where customer loss concentrates, you've also seen where in your sales process improvement is needed.
Tips
- Access: open the Sales Funnel from the Analytics menu.
- Reading it: you see the customer count and conversion rate at each stage.