Setup a funnel in FLG Insights and start collecting data for your funnel report to highlight where performance is strong or weak and to let you prioritise effort.

  1. From the homepage, click Funnels in the side navigation bar.
  2. Click the New funnel button.

  3. Select a lead group to connect your funnel to.

  4. Click the funnel name or the Edit (pencil) icon next to the current report name to re-name it.

  5. Create funnel steps by clicking the (+) icon in the required position.

  6. Click the funnel step name or the Edit (pencil) icon next to the current funnel step name to re-name it.

  7. Add statuses to the funnel steps by dragging from the field selector panel to the left of the funnel designer and dropping into the required funnel step.

  8. Statuses can be removed from funnel steps by clicking the cross on the field label.

  9. Funnel steps can be deleted by clicking on the Options icon and Delete.

  10. A warning message will be shown to confirm that you want to permanently delete the funnel step.

  11. Here's how to Create a new funnel report.

Tip: As a funnel report is only concerned with changes in funnel step, data can only be collected once the funnel has been created.

Let us know how we can improve FLG on our feedback site.