Create a funnel

Set up a funnel and start collecting data to highlight where performance is strong or weak, and to 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 report name to rename 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 it to rename the step.
7. Add statuses to funnel steps by dragging from the field selector panel (left of the funnel designer) and dropping into the required step.
8. Remove statuses from a step by clicking the cross on the field label.
9. Delete a funnel step by clicking the Options icon, then Delete.
10. A warning message will ask you to confirm the permanent deletion of the funnel step.
11. See Create a new funnel report for next steps.