Funnel Board

Overview

The Funnel Board is a kanban-style view of your sales pipeline. Each column represents a stage in your team's funnel, and each card represents an opportunity (a contact moving through your pipeline). Drag and drop cards between stages, filter by dozens of criteria, search for specific contacts, and manage your pipeline in real time.

How to Access

• Navigate to Opportunities (or Funnels) in the sidebar menu.
• Available to all roles. Team members see opportunities based on their team membership.

Interface Overview

The page is divided into:

1. Filter Sidebar (left, toggleable): A collapsible panel with advanced filters.
2. Board Header: Team selector, search bar, filter toggle, quick-filter icons, export button, add new button, and help.
3. Kanban Board: Horizontal columns, one per stage, each containing vertically scrollable opportunity cards.

Stage Columns

Each column has:

• Header: Stage name, opportunity count, and percentage of total.
• Deal Amount Row: Total deal value for this stage (if deal amounts are enabled).
• Opportunity Cards: Scrollable list of individual opportunities.
• Column Menu (three dots): Batch operations for all opportunities in this stage.

Opportunity Cards

Each card shows:

• Contact name (clickable to open the conversation profile)
• Unread message badge (if there are unread messages)
• Three-dot menu with Delete action
• Assigned agent avatar (or a warning icon if unassigned)
• Follow-up date (highlighted in red if past due)
• Unanswered indicator icon
• Last activity time (relative, e.g., "2 hours ago")
• Deal amount (if enabled)

Features & Actions

Select a Team

What it does: Switches the funnel board to show a different team's pipeline.

Steps:

1. Click the team dropdown in the header.
2. Select a team from the list.
3. The board refreshes with the selected team's stages and opportunities.

Important notes:

• Admins see a "Manage" link at the bottom of the team dropdown that navigates to team settings.
• Your last selected team is remembered across sessions.

Search Opportunities

What it does: Filters opportunities by contact name or other searchable fields.

Steps:

1. Type in the search box next to the team selector.
2. Results filter automatically after a brief delay.
3. Clear the search box to show all opportunities again.

Open the Filter Sidebar

What it does: Reveals advanced filtering options.

Steps:

1. Click Filters next to the search box, or click the collapse arrow in the sidebar.
2. The sidebar slides in from the left.

Apply Filters

What it does: Narrows the displayed opportunities using multiple criteria.

Available filters:

Filter	Description
Contact Date	Filter by when the contact was created
Opportunity Date	Filter by when the opportunity was created
Last Activity	Filter by the most recent activity on the opportunity
Tags	Filter by conversation tags
Stage	Filter by status: Active, Won, Lost, or All
Owner	Filter by assigned agent, All, or Unassigned
Channel	Filter by messaging channel (WhatsApp, Messenger, Instagram)
Custom Properties	Filter by any custom contact properties

Steps:

1. Set your desired filter values.
2. Click Search to apply.
3. Click Clear to reset all filters.

Important notes:

• Your filter preferences are saved between sessions.

Quick Filter: Past Due

What it does: Toggles a filter to show only opportunities with a follow-up date in the past.

Steps:

1. Click the calendar-clock icon in the header.
2. When active, the icon turns red and only past-due opportunities are shown.
3. Click again to deactivate.

Quick Filter: Unanswered

What it does: Toggles a filter to show only opportunities with unanswered customer messages.

Steps:

1. Click the account-clock icon in the header.
2. When active, the icon turns yellow.
3. Click again to deactivate.

Drag & Drop Between Stages

What it does: Moves an opportunity from one pipeline stage to another.

Steps:

1. Click and hold an opportunity card.
2. Drag it to the target stage column.
3. Release to drop. A loading indicator appears while the move is saved.

Important notes:

• If the move fails (e.g., network error), the card automatically returns to its original stage.
• Only one drag operation can happen at a time.

Open a Contact Profile

What it does: Opens the full contact profile and conversation alongside the funnel stage.

Steps:

1. Click on a contact's name in an opportunity card.
2. The board transitions to a split view: the stage column on the left, the contact profile and chat on the right.
3. Use the left/right arrows in the stage header to navigate between stages.
4. Close the profile to return to the full board view.

Add a New Opportunity

What it does: Creates a new opportunity in the first stage of the current team's funnel.

Steps:

1. Click Add New in the header.
2. In the dialog, search for an existing contact or add a new one.
3. If your account has multiple channels, select the channel.
4. Click Submit.
5. The new opportunity appears at the top of the first stage.

Delete an Opportunity

What it does: Permanently removes an opportunity from the funnel.

Steps:

1. Click the three-dot menu on an opportunity card.
2. Select Delete.
3. Confirm in the dialog by clicking Delete.

Export to Excel

What it does: Downloads all currently filtered opportunities as an Excel file.

Steps:

1. Click the Export button in the header.
2. An .xlsx file named oportunidades.xlsx downloads automatically.

Important notes:

• The export respects your current filters, so only matching opportunities are included.

Batch Operations

What it does: Perform bulk actions on all opportunities in a specific stage.

Steps:

1. Click the three-dot menu in a stage column header.
2. Choose from:
   • Delete All: Removes all opportunities in this stage.
   • Move Stage: Moves all opportunities to a different stage within the same team.
   • Change Owner: Reassigns all opportunities to a different agent (or unassigned).
   • Change Team: Moves all opportunities to a different team and stage.
3. Configure the action in the dialog and confirm.

Important notes:

• Batch operations affect all opportunities in the selected stage that match your current filters.
• The dialog shows the count of affected opportunities.
• These actions are irreversible.

FAQ

Q: Can I drag an opportunity to a stage in a different team? A: No, drag and drop only works between stages within the same team. Use batch operations or the opportunity's quick edit controls to move between teams.

Q: Why are some opportunity cards showing a yellow warning icon instead of an avatar? A: This means the opportunity is unassigned -- no team member has been assigned as the owner.

Q: What does the red calendar icon on a card mean? A: The opportunity has a follow-up date that has already passed. It is past due and needs attention.

Q: Is the export affected by my filters? A: Yes, the export includes only the opportunities that match your current filter criteria.

Related Features

• Managing Opportunities
• Teams List
• Create & Edit Teams
• Team Performance Report