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

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