Funnels - Common Funnel Ideas

This article explores various funnel ideas that can be used to enhance client communication and automate processes in your CRM system, including opt-in forms, link tree pages, booking pages, and checkout pages.

Funnels - Overview

This article explains how to create and edit sales funnels in your CRM, detailing the process of building, customizing, and managing funnels for effective marketing campaigns.

Funnels - Protect and Share the Funnels

This article guides you through the process of protecting and sharing funnels within your CRM, detailing steps to control access and collaborate efficiently with others.

Funnels - Sales Tab

This article explains how to manage and interpret sales data from Version 1 of a funnel in your CRM, including steps to upgrade to Version 2 where data is moved to the Payments -> Transactions tab.

Funnels - Settings Tab

This article guides you through managing settings in your CRM funnel, covering options from web previews and domain settings to payment modes and chat widget integration.

Funnels - Stats Tab

This article explains how to use the Stats Tab to analyze visitor interactions and performance of each page on your website, detailing views, opt-ins, sales, and earnings metrics.

Funnels - Steps Tab

This article guides you on modifying the Step tab in your sales funnel, adding new steps, and managing their settings for effective customer engagement.