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Viewing Funnel Step Leads

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Bytimothy A
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Overview: 

Viewing Funnel Step Leads allows users to see the contacts or leads that have entered a specific step within a funnel. This helps track user progress, monitor conversions, and analyze how leads move through each stage of the funnel.
Follow these steps to view funnel step leads: 

Step 1: On your Dashboard, navigate to the Funnels tab under the Marketing section.

Step 1: On your Dashboard, navigate to the Funnels tab under the Marketing section.

Step 2: You will then be taken to the Funnels page.

Step 2: You will then be taken to the Funnels page.

Step 3: Select a funnel, then click the Edit button to proceed.

Step 3: Select a funnel, then click the Edit button to proceed.

Step 4: You will then be taken to the funnel’s overview page.

Step 4: You will then be taken to the funnel’s overview page.

Step 5: Select a funnel step, then click the three-dot menu.

Step 5: Select a funnel step, then click the three-dot menu.

Step 6: From the pop-up menu, click View Leads to proceed.

Step 6: From the pop-up menu, click View Leads to proceed.

Step 7: You will then be taken to a new page, where you can view, visit, and manage your future funnel leads.

Step 7: You will then be taken to a new page, where you can view, visit, and manage your future funnel leads.

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