User Guides
The funnel function helps keeping track of your dealflow.

Editing your funnel

The CDF One deal funnel is completely customizable. This means you can define as many funnel steps as you want to. Those steps can be then seen in a kanban board. The funnel steps are similar to the lead status which can be defined in the profile view.
Editing funnel steps
Kanban board view

Dashboard view

Get an overview of the current funnel

Profile view

See the lead status on the right tab

Results view

Filter and sort your results depending on the lead status
Last modified 2yr ago