SAC 360º - Creating and switching between service funnels

Creating the new funnel.

After creating your first funnel, return to the creation page and click the "New Funnel" button

Again you will be asked for a name, and it will soon be added below and beside your first funnel.

Just like the first one, you can create specific stages for this funnel, differentiating it from the other.

How to switch between funnels?

In the top right corner of the kanban, there will be a field showing the funnel name; clicking it shows the funnels you have available to view.

Selecting it will immediately display the new funnel.

The "Waiting" card is universal across all funnels, so if a client is there and you want to drag them to another funnel, just change the view and they will remain on the card.