What is a funnel and how is it used in Leadsales?
Learn how funnels work in Leadsales and how to customize them to organize your leads, follow up with them, and optimize your sales process.
Hello, Leadsaler! 
The funnel is your workspace in Leadsales: here you can organize, segment, and follow up with each of your prospects in their sales process.
It is a visual and flexible tool that helps you maintain order, clarity, and control over your sales opportunities.
What is the purpose of the funnel?
To maintain a structured follow-up of your sales from start to finish.
To visualize how many leads are in each stage of the process.
To design business strategies based on the progress of your prospects.
To identify bottlenecks or areas of opportunity.
To systematize your team’s work.
How can you customize it?
You can create different funnels based on the structure of your business. For example:
By branch or location
By product or service line
By type of client
By stage of the sales cycle (new, follow-up, closing, or others)
Each funnel can have customized names and stages to adapt to your internal processes.
Best practices for using funnels
There is no limit to funnels, but for better performance:
Maximum recommended: 2,000 leads per funnel
No more than 500 leads per stage
Define a clear objective for each funnel (e.g., follow-up on new leads, closing sales, retention).
Use filters to better segment your prospects within the funnel.
Do you have questions or need assistance?
Our team is ready to support you.
Ready to optimize your commercial process and close more sales? Start shaping your funnels today! 
