Knowledge is power, power is Funnnels
Enable Heatmaps that will color the card of the user sitting in a Funnel for a set amount of time to signal attention for action.
Transfer, Won, Lost
When dragging a customer in a funnel, they can be dragged to a Won or Lost status, or they can be transferred to the start of a new funnel.
When a user is transferred, Lost, or Won, you can attach Tags to them as well as send them a form.
Funnel Stages can be selected as a group for publishing alongside Tags and Smartgroups, so you can send content to a segment of your audience that is in a particular Funnel Stage.
Filter PeopleStream data by Funnel Stages.
Trigger a form taker to be put into a Funnel Stage after theyve submitted a form or meet.
See what Funnel the person is in that you are talking with in the Conversation Center, while also being able to change what Funnel or Funnel Stage theyre in.