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.  

Process:

Categories: 

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.

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