CRM › Prospecting
Prospect Funnel
Prospects by type, source and stage, with the pipeline value behind them.
Where to find it
- Module: CRM
- Group: Marketing & Pipeline
- Section: Prospecting
- Screen: Prospect Funnel
Address in the console: /crm/prospect-funnel
Report · 0 columns
Being a report, it opens on a starting layout rather than a fixed output: rearrange the rows, columns, figures and filters, then save it as a view if it is worth keeping.
The rules that apply here
Everything on this screen obeys the platform rules rather than rules of its own. The ones worth knowing before you use it:
- Narrowing a list — search, conditions, sort, totals, export and saved views.
- What may be changed — the five grounds a record may not be edited on.
- Companies and business units — what the switcher above this list is doing to it.