CONTENTS - Sales Funnel – GrowthZone Support Portal

Who is this for? Staff who manage prospecting and member recruitment in GrowthZone. This contents page gathers every Sales Funnel article in one place — from initial setup through proposals, reporting, and training. In the v2 navigation, the Sales Funnel lives at Contacts, Sales Funnel section.

Your Learning Curriculum

Follow this chronological path to master the Sales Funnel. Please complete the modules in order.

Module 1: Sales Funnel Overview

Get the big-picture view of how the Sales Funnel supports member recruitment. (Est. Time: 10 mins)

→ Sales Funnel Overview

Module 2: Sales Funnel Initial Setup

Configure the building blocks — categories, sources, stages, dispositions, timeline items, and proposal settings — before you start working opportunities. (Est. Time: 45 mins)

→ 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

Module 3: Create a Sales Opportunity

Build and share sales proposals with prospects, then track their progress on the proposal timeline. (Est. Time: 25 mins)

Module 4: Sales Funnel Reports

Measure funnel performance with the full set of Sales Funnel, proposal, and timeline reports. (Est. Time: 20 mins)

→ Sales Funnel Report
→ Sales Opportunity Communication Report
→ Sales Proposal Report
→ Timeline Report
→ Timeline Summary Report

Module 5: Sales Funnel Training Videos

Reinforce what you have learned with on-demand video tutorials. (Est. Time: 15 mins)

→ Sales Funnel Video Tutorials

Certification Goal: Sales Funnel Specialist

Complete every module above and you will be able to configure the Sales Funnel from scratch, run sales opportunities and proposals end to end, and report on funnel performance with confidence.