Funnels works intelligently to make sure the customer is getting the right messaging at the right time automatically.
Knowledge is power
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.
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.