Sales Funnels (CRM Kanban)

Track customers in visual pipelines with custom stages and stage-change automations.

Access

Sidebar → CRM → Funnels. .

Create a funnel

1. Open CRM → Funnels
2. New funnel → name + display mode (sales, pipeline, support, hidden)
3. Default stages are usually New / In progress / Done

Stages

• Rename, reorder, add stages
• Attach a crm_stage_change flow via flow_start_id
• Optional chart role / UTM event
• Move customers between stages/funnels

WARNING

You cannot delete funnels/stages that still have customers. Move them first.

Kanban usage

Drag cards between columns · Search across the funnel · Only mine · Hide finished

Empty or move customers from a stage

Owners, admins, and managers can clear a column without dragging cards one by one.

1. Open the funnel and click the stage three dots
2. Choose Move or remove customers
3. Remove from funnel — customers leave the funnel
4. Move to another stage — pick the destination funnel and stage (any funnel in the organization)
5. Confirm — applies to all customers in that stage and cannot be undone

This action does not start stage-change flows. Drag a card when you want the automation to run.

Changelog: v2026.8.12

Stage automation

1. Create a flow typed CRM stage change
2. Select it on the stage
3. Moving a customer into that stage starts the flow

Avoid loops

Stage-change flows must not use interactive input nodes or update the funnel in a way that re-enters the same stage.

Related

• Customers
• UTM