The funnel is a board with one column per stage, for example: Pending contact, Pending trial session, Signed up. Each client is a card you move from one column to another.

  • Card view and List view change how you see it.
  • Download exports the funnel.
  • Actions and More let you manage the funnel and its columns.

How clients get into the funnel

  • From a class (the session window's menu).
  • From a membership's client list.
  • Automatically, with a CRM automation (Add to funnel and Move column actions).