Funnel Behaviour Options

This guide uses Jimmy's Car Sales as a worked example to explain how funnel behaviour options affect what appears in your funnel reports. For background, also see: An introduction to Funnels, Create a funnel, and Create a new funnel report.

Introduction

• Jimmy runs a car showroom and website
• Leads arrive via a contact form, a quotation form, a leads provider, or walk-ins

Jimmy's Funnel

Four steps: 1. New - 2. Contacted - 3. Quoted - 4. Converted

Scenario 1: Contact Form

• Lead enters at New (step 1)
• Progresses in order: New - Contacted - Quoted - Converted
• No steps are skipped or missed

Funnel behaviour options: None required

Scenario 2: Quotation Form

• Lead enters FLG at Quoted (step 3) - skipping steps 1 and 2
• Progresses normally from step 3 to Converted

Funnel behaviour options: Enable Mid-funnel entry - without this, these leads are excluded from the report

Scenario 3: Existing Car Lease

• Lead enters at New (step 1), moves to Contacted (step 2)
• Lead status changes to Existing lease - not in any funnel step - then exits the funnel
• When the lease nears expiry, status changes to Quoted, re-entering at step 3

Funnel behaviour options: Enable Leave and return - without this, the lead disappears from the funnel when it hits the Existing lease status

Scenario 4: Showroom Quotation

• Lead created manually at New (step 1)
• Status jumps straight to Quoted (step 3) - skipping Contacted (step 2)
• Progresses normally from step 3 to Converted

Funnel behaviour options: Enable Skip steps - without this, the lead won't appear in the report