What is Funnel and how to use it?
Funnel is a pipeline that can be customized to reflect the evaluation and/or investment process you use for managing applications from companies. You can read about customization of your funnel here. You can move the companies in your funnel between the steps by using 'Move to...' actions that can be found in the 'All actions' menu. To move multiple companies, multi-select select the companies you want to move and use 'Move to...' action available in the 'Actions' menu. You can also set up different triggers in your funnel and decide which questions are asked from applicants in different steps of the funnel.
Updated on: 16/10/2023