Sales Funnel

Zr Ware® > Admin > Sales Funnel

This is where you can create and adjust stages for the Sales Funnel found in Dashboard > Leads.  

1. Click on a step name to modify it.
2. Click and drag a step to change the order it shows in the Sales Funnel.
3. Click on the trash icon to deactivate that step.
4. Filter for Active/Deactivate/All steps.
5. Click Add to create a new step(tag).

• Tag: Name of Step(tag)
• Active: Status of Step(tag)
• Type: Defaulted to Sales Funnel
• Convert to Client: Clicking this will add this option onto this step in the Sales Funnel.
• Converted: System setting. Used on the last step to show the lead was converted.