How to track lead flow by funnel stage

Clients” functionality in MVP Project

The Customers section of the MVP Project website is a powerful tool for managing and analyzing your lead flow.
It helps you track leads at every stage of the sales funnel and identify bottlenecks in your traffic processing.
With this functionality, you can easily optimize your processes and improve your performance.

Tracking funnel stages

The functionality of the “Customers” section allows you to track the flow of leads by funnel stages.
For example, if a lot of leads get stuck at a certain stage, it signals the need to optimize the process.
You can customize processing scripts or increase the number of handlers to increase throughput and improve conversion at this stage.

Interaction with customers

To interact with a lead on the Customers section page, select a specific customer.
Here you can change the status, platform, channel and responsible manager.
You can use the checkbox to mark several clients for mass editing of parameters.
This simplifies the management process and allows you to quickly make changes to the data.

Filtering and analysis

The Customers section provides the ability to use various filters to analyze information.
You can filter data by specific handlers, channels or platforms.
This helps you get accurate analytical data and make informed decisions based on the information obtained.

How to use it?

To use the functionality of the “Clients” section, go to the MVP Project website and find the corresponding section.
This tool greatly simplifies lead management and allows you to optimize processes to improve your efficiency.