Project funnels are a great way to stay up to date with progress of your leads and job. It is essentially the flow from on-boarding to off-boarding your clients. It is to show you where your projects are at in the process. OR it is a nice way to filter your projects into different categories. It is up to you how you want to use it.
OR you can keep it super simple with just sorting PAST and CURRENT clients!
To create a status/funnels, click the CUSTOMIZE and start customizing away. You can even use emoji's in your funnels if you'd like 👍🏼
To change the funnel category a lead is in can be achieved two ways:
- You can change the status on the overall PROJECTS page
- Or you can do it from within the job or lead.