> For the complete documentation index, see [llms.txt](https://docs.sprinthub.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.sprinthub.com/en/topics/general/crm/crm-common-questions/crm-how-to-automatically-change-the-lead-position-in-the-funnel.md).

# CRM - How to automatically change the lead position in the funnel

In the sales funnel, it is possible to configure the lead position so that when they send a message, the position changes automatically.

1. CRM Preferences

<figure><img src="https://684109703-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9FzUKkagBNy5uQ7AtGNa%2Fuploads%2FrQpJtvJauhBGWuGQLzxx%2F124.png?alt=media&amp;token=bb10c2ed-09c7-4371-b198-d49ab85073fc" alt=""><figcaption></figcaption></figure>

2. In the Funnel List, choose the existing funnel to edit by clicking Settings. If you want to create a new funnel, click + New Funnel. In this example, we clicked Settings.

<figure><img src="https://684109703-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9FzUKkagBNy5uQ7AtGNa%2Fuploads%2F9dM2tUUNx7EQaBD7ucqV%2F2124.png?alt=media&amp;token=f92d6871-c9b4-4b63-b48e-1eee50b57c3d" alt=""><figcaption></figcaption></figure>

3. Click Edit

<figure><img src="https://684109703-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9FzUKkagBNy5uQ7AtGNa%2Fuploads%2FSwsflhZoS2RqP1vXVrql%2F3124.png?alt=media&amp;token=6aceb5d4-beec-4ba5-9a3e-4ffaa284ca9b" alt=""><figcaption></figcaption></figure>

4. Select Yes to Automatically move opportunity. Save the settings.

<figure><img src="https://684109703-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9FzUKkagBNy5uQ7AtGNa%2Fuploads%2FVbowGP3xsWH3OVLQ5xSm%2F4124.png?alt=media&amp;token=0b74f693-c47c-4655-a0d6-8bf92d6ddf1a" alt=""><figcaption></figcaption></figure>
