The funnel view sorts the resubmissions into different views and stages (pipes) depending on the funnel. The resubmissions (tasks) can be moved along the stages and with the shift downwards they can also be closed as wins/losses. The following features are available in the (Sales) Funnel:
Creation of different funnels with individual stages (pipes)
Allocation of resubmissions to employees
Different views: Stages (Funnel), list, statistics, filter options. u.v.m
Settings per stage (e.g. color, label, opportunity (chance in %), funnel assignment, visibility).
Other settings such as free fields from the address in 'Boards'
Follow-up
Follow-ups are the basis of the funnel and are automatically created via an offer (system settings) or via Follow ups, and assigned to a funnel.
Fields of Follow-up:
By clicking on the resubmission or when creating a new one, the following settings/displays are possible:
Top: Progress view in funnel
Follow-up:
Designation: Individually selectable here is the designation of the resubmission to be assigned
For customer: The corresponding customer is to be selected here
Contact data: The button link here leads to the customer address
Project: The corresponding project is to be specified here
Description: The text field is to be used for information e.g. contact details, interest, Notes, etc.
Color: The color setting for the resubmission outside of the Funnelstage can be made here
Completion date: The date for the completion of the resubmission is to be entered. (completion target > for the entire funnel process), controls the entry in the calendar view (calendar day) and appears in the completion list.
Volume: The volume is to be entered here, in EUR
Chance: The chance is to be specified in %, this is automatically drawn when moving in the stage (still individually adjustable)
Stage: When creating a new stage, the stage is to be selected or entered manually (direct selection above the progress buttons for faster selection)
Reminder date: Select the date that should remind you of the appearance of the Resubmission in the current stage
by e-mail: Here you can set the reminder by mail for the processor or the Responsible person by checking the box
Time: Here, optionally, the time for the more precise due date of the Resubmission be set
Responsible: The responsible person for the resubmission is to be entered
Agent: The agent who created and edited the resubmission must be edited, specify
Prio: By setting the checkmark in the box, a Prio can be set
Closed: By checking the box, the resubmission can be sorted into the archive as closed
Progress view:
History: Displays the history of stages, internal notes and info
Additional fields address table:
Additional information can be entered here in the additional fields:
Free field 1
Free field 2
…
Free field x
Working with the sales funnel
Filter settings in the funnel:
Priority: Here you can filter the resubmissions with priority indicator
due: Here are due resubmissions to be viewed, whose date for the Submission has passed
my: It can be filtered by the self-made resubmissions
Only my awarded: It is sorted according to the resubmissions that have been created by yourself and to colleagues/inside were assigned
With completed: By selecting the filter, all resubmissions will be incl. completed ones are displayed. Completed resubmissions are marked as crossed out
Boards in the funnel:
The respective funnel (e.g. Standard, Marketing, Product, Kanban) must be selected. Depending on which funnels have been created before, these funnels are available. The default in the xentral standard, is the Sales-Funnel
Employees in the funnel:
The employee for the respective follow-up in the funnel is to be selected
On-Mouse-Over: The short detail view of the resubmission is displayed, without the need to open it.
Waste paper bin, winner, Loser: Follow-ups can be dragged and dropped down into a sort, finalized and tagged. In the Wins/Losses list, the evaluation can be viewed with the completion or lots per Stage:
waste paper bin: The follow-up is sorted into the trash, i.e. there is a closure without Wins/Losses list present
winner: The resubmission is closed as Wins
Loser: It will close the resubmission as Losses
Statistical analysis dashboard:
Calendar view with colored marker per stage and date:
Statistical analysis completion date:
List view:
Sales Funnel Settings
Several settings can be made for the funnel. It is also possible to create multiple funnels for multiple teams:
Boards
Views: Create multiple different funnels
Stages: Standard stages to be created automatically via button as an example, further Stages for other Funnels expandable
Settings: Free field settings, per funnel own start days adjustable
Boards
It is possible to create additional funnels in addition to the default one, e.g. for marketing, support or the product team. Furthermore, it is also possible to create your own individual funnels for each user, which can be restricted to teams and persons via the project assignment:
Name: The name for the new funnel is to be entered here
Identifier: The identifier for the funnel is to be selected
Project: The funnel is to be assigned to a project
Active: By checking the box, the funnel becomes selectable in the pipe views
Hide without stage
1. Create a new funnel:
Stages
Different stages (pipes) can be created for each funnel.
Create 2nd stages (pipes) for a funnel:
New stages (pipes) can be created per funnel:
Name: The name of the stage must be entered
Short name (optional): Here you can optionally enter a course name, a different designation is to be selected than with 'Name'
Color (optional): Optionally, a color can be used for funnel and calendar
Sequence: The sequence for the arrangement of the stages (pipes) to be entered in the funnel
Board: The board is to be assigned to a funnel
Not visible: Checking the box sets the stage to inactive
Use as pipe: The stage will be displayed in the pipeline if the checkmark is set
Chance: The chance in % for the success of the resubmission in this Stage is specified
Settings
It is possible to use free fields from the address for additional information. Free fields can be maintained in the settings and displayed in the funnel.
Column 1: It is possible to optionally display the Stage in 'Pipe'
Column 2: It is possible to display the Stage optionally in 'Pipe'
…
Column 10: It is possible to display the Stage optionally in 'Pipe'
In addition, dashboard settings can be made, which are evaluated in the sales dashboard will be evaluated:
Customer Class: Custom field can be selected
Inbound Stage: Inbound Stage (default funnel)
It is possible to select additional stages such as Marketing, Sales, or Kanban for additional funnels.