Sales and marketing flow: multiple funnels, Kanban board with real-time priority sorting, automations by stage (tags, SMS/WhatsApp, email, tasks, move between funnels, wait times, advanced conditions), lead creation from customers, dashboard view (in development), scheduling, automatic cleanup settings, limits by stage, automatic mapping between statuses and funnels, and much more.
What you will see in this video:
- How to create and duplicate funnels
- Customize icons, colors, and enable/disable funnels
- Using Kanban: drag/drop leads, priority sorting
- How to add leads to the funnel by dragging from the database
- Lead creation from customer
- Search and filter leads and customers outside of funnels
- Creation and testing of automations: add tag, send SMS/WhatsApp, email, assign lead, create tasks with relative dates
- Automatic movement between funnels and stages
- Mark lead as lost, trash, or delete
- Dynamic conditions by lead value, source, tag, assigned, and last contact
- Scheduling panel and general settings
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Last Update:
09/03/2026
Published:
26/09/2025
Version:
Category:
Versão Requerida:
3.2.1 ou superiorIoncube Necessário:
SimTags:
