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Funnel
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
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