CONTENTS - Sales Funnel January 29, 2026 10:44 Updated Overview Sales Funnel Overview Sales Funnel Initial Setup Sales Funnel Initial Setup Setup Sales Funnel Categories Setup Sales Sources Setup Sales Stages Setup Sales Disposition Setup Timeline Items Automating Timeline Items Timeline Item Applied To New Opportunities Timeline Item Applied To Signups Configure Sales Opportunity Status Reasons Configure Sales Opportunity Auto-Reminder Rules Sales Proposal Settings Create a Sales Proposal Template Create a Sales Opportunity Create a Sales Proposal Share Sales Proposal with Prospect Sales Proposal Timeline Add an item to the Sales Proposal Timeline Sales Funnel Reports Sales Funnel Report Sales Opportunity Communication Report Sales Proposal Report Timeline Report Timeline Summary Report Sales Funnel Training Videos Sales Funnel Video Tutorials Related articles Sales Funnel (Member Recruitment) Overview CONTENTS - Chapters
Sales Funnel Initial Setup Setup Sales Funnel Categories Setup Sales Sources Setup Sales Stages Setup Sales Disposition Setup Timeline Items Automating Timeline Items Timeline Item Applied To New Opportunities Timeline Item Applied To Signups Configure Sales Opportunity Status Reasons Configure Sales Opportunity Auto-Reminder Rules Sales Proposal Settings Create a Sales Proposal Template
Create a Sales Proposal Share Sales Proposal with Prospect Sales Proposal Timeline Add an item to the Sales Proposal Timeline
Sales Funnel Report Sales Opportunity Communication Report Sales Proposal Report Timeline Report Timeline Summary Report