> ## Documentation Index
> Fetch the complete documentation index at: https://docs.aifocus.dev/llms.txt
> Use this file to discover all available pages before exploring further.

# Complete Funnels Guide (Kanban)

> Learn to use the Funnels system for sales management and lead qualification

# 🎯 Funnels System - Complete Guide

The **Funnels System** is a powerful Kanban-style sales management tool.

***

## 📋 What are Funnels?

Funnels (or Pipelines) are visual flows that organize conversations into **stages**, allowing you to track the customer journey from first contact to closing.

**Sales Funnel Example:**

```
🆕 New Lead  →  📞 Contacted  →  💰 Proposal  →  ✅ Closed
                                            ↘  ❌ Lost
```

### Why use Funnels?

* ✅ **Clear visualization** of sales pipeline
* ✅ **Organization** of conversations by stage
* ✅ **Tracking** time in each step
* ✅ **Team management** with multiple agents
* ✅ **Checklists** to not forget any step
* ✅ **Metrics** conversion by stage

***

## 🚀 Access Funnels

### Via Sidebar

1. In left sidebar, click **"Funnels"**
2. You'll see list of available funnels

### Via Conversation

Inside a conversation, you can:

1. Click **Funnel** icon at top
2. Add conversation to a funnel

***

## 📝 Create Your First Funnel

<Steps>
  <Step title="Access Funnels Screen">
    Sidebar → **Funnels** → **"New Funnel"** button
  </Step>

  <Step title="Configure Funnel">
    **Name:** Type descriptive name

    ```
    Example: "B2B Sales Pipeline"
    ```

    **Description:** Optional, describe purpose

    ```
    Example: "Funnel for corporate lead qualification"
    ```
  </Step>

  <Step title="Define Stages">
    Add stages to your process:

    **Sales Example:**

    * 🆕 **New Lead** - First contact
    * 🔍 **Qualification** - Assess fit
    * 📞 **Presentation** - Demo/meeting
    * 💰 **Proposal** - Proposal sent
    * 🤝 **Negotiation** - Final adjustments
    * ✅ **Closed** - Customer won
    * ❌ **Lost** - Not converted
  </Step>

  <Step title="Advanced Settings">
    **Auto-assignment:** Automatically assign to agents
    **Time limits:** Define maximum time per stage
    **Required fields:** Mandatory fields per step
  </Step>

  <Step title="Save">
    Click **"Create Funnel"**
  </Step>
</Steps>

***

## 🎨 Kanban View

### Understanding the Board

```
┌───────────────────────────────────────────────────────┐
│ Pipeline de Vendas                       [+] Add Stage│
├─────────────┬─────────────┬─────────────┬────────────┤
│ New Lead(3) │ Contact(2)  │ Proposal(1) │  Closed(5) │
├─────────────┼─────────────┼─────────────┼────────────┤
│┌───────────┐│┌───────────┐│┌───────────┐│┌──────────┐│
││👤 John S. |||👤 Mary    |||👤 Carlos  |||👤 Ana    ││
││💰 $5,000  |||💰 $3,200  |||💰 $10,000 |||💰 $2,500 ││
││⏱️ 2 days  |||⏱️ 1 week  |||⏱️ 3 days  |||✅ Won    ││
│└───────────┘│└───────────┘│└───────────┘│└──────────┘│
└─────────────┴─────────────┴─────────────┴────────────┘
```

***

## 🔄 Move Conversations Between Stages

### Drag and Drop

1. Click conversation card
2. Drag to desired stage
3. Drop to move
4. Stage updates automatically

### Via Conversation

1. Open conversation
2. Click **"Move to Stage"**
3. Choose new stage
4. Confirm

***

## ✅ Stage Checklists

Add checklists to each stage to ensure all steps are followed:

1. **Edit Funnel**: Go to funnel list and click "Edit"
2. **Add Checklist**: For each stage, you can add checklist items
   * Ex: In "Qualification" stage, add "Check budget", "Identify need"
3. **Check Items**: When moving conversation to stage with checklist, agents can mark items as complete

***

## ⏱️ Stage Timers

Monitor time conversations spend in each stage:

1. **Start Timer**: Timer can start automatically upon entering stage or manually by agent
2. **Pause/Reset Timer**: Agents can pause or reset timer as needed
3. **View**: Time spent in each stage is visible on conversation card and funnel reports

***

## 👥 Agent Assignment per Stage

Assign agents or specific teams to certain stages to ensure conversations are handled by right specialists:

1. **Configure Assignment**: When editing funnel stage, you can define which agents or teams are responsible
2. **Automatic Assignment**: When conversation enters that stage, it can be automatically assigned to configured agent/team

***

## 💰 Products and Appointments in Funnels

Associate products and appointments directly to conversations within funnel:

1. **Add Product/Appointment**: In conversation panel, you can link products from your catalog or appointments to conversation
2. **View on Card**: This information can be displayed on Kanban card for quick view

***

## 📊 Funnel Metrics and Reports

Chatwoot offers detailed reports on your funnels' performance:

* **Average Time per Stage**: Identify bottlenecks in your process
* **Conversion Rates**: See how many conversations advance from one stage to another
* **Conversation Volume**: Monitor number of conversations in each stage over time

***

## 💡 Tips and Best Practices

### Organization

✅ **Clear stage names**: "Qualified" instead of "Stage 2"\
✅ **Logical sequence**: Order stages by workflow\
✅ **Limit stages**: 5-7 stages ideal\
✅ **Distinct colors**: Easy visual identification

### Performance

✅ **Monitor bottlenecks**: If stage accumulates, review\
✅ **Set SLAs**: Maximum time per stage\
✅ **Train team**: Everyone must understand process\
✅ **Review regularly**: Optimize stages based on metrics

***

## 🚀 Next Steps

* [**Conversation Management**](/en/user-guide/conversations): Deep dive into daily interaction management
* [**API Reference - Funnels**](/en/api-reference/funnels): For developers who want to automate funnel management