Umai CRM › Knowledge Base › Sales funnel

Sales funnel

Categories

Categories

All articles 100 Modules 3 Kanban Settings 9 Classes 5 Main Screen 3 Sales funnel 6 Schedule and Classes 8 Visits and Visit Statuses 1 Employees 9 Students 13 Finance 4 Analytics and Reports 18 Integrations 2 Settings 13 Mailings 5 Notifications 1

Total: 6

Working with Leads

🕒2 min Sales funnel

Working with Leads

After creation the lead appears in the “Kanban of Leads (Канбан лидов)” section at the selected stage. Further work is built around moving the card through stages and recording the manager’s actions.

#Status #Lead #Manager

Client card in Kanban

🕒2 min Sales funnel

Client card in Kanban

The client card shows all information about an active Student: memberships, payments, balance, and interaction history.

#Payment #Debt #Student

Lead card in Kanban

🕒2 min Sales funnel

Lead card in Kanban

The card shows the lead's full path within the center. It shows who is handling the client, what stage the deal is at, and which actions have already been completed. The change history allows you to reconstruct the entire workflow.

#Status #Lead #Manager

🕒2 min Sales funnel

Shows the current status of active students: how many classes remain, when the Membership ends, and whether there is outstanding debt.

#Status #Debt #Student

Creating a New Lead

🕒1 min Sales funnel

Creating a New Lead

A new Lead is created directly from the “Kanban of Leads (Канбан лидов)”. In the desired column click “+ Add”, after which the “New Lead” window will open.

#Status #Lead #Manager

🕒4 min Sales funnel

The section shows movement of Leads through stages of the Sales funnel. It helps you see the current status of each deal, control managers' work, and analyze conversion.

#Status #Lead #Manager