Design a CRM
complete
J
James Wrest
Create the ability to manage a sales pipeline, with cards that move left to right, which can be customized
D
David Lamoureux (Product Support Analyst)
complete
Hey Funnel Hackers! We are happy to announce, the new CRM suite, including a sales Pipeline, is available for all accounts TODAY.
Learn more here: https://www.clickfunnels.com/features/crm
If you have any additional questions about any of this, please reach out to our support team for help.
Thanks for your patience and contributions to our community. You truly help to make this the best platform to grow your business online.
Jason Buckner
I have about 30 accounts that dont have this feature. While its been advertised to all today. Can you tell me when it will be made available to all?
D
David Lamoureux (Product Support Analyst)
complete
Hey Funnel Hackers! We are happy to announce, the new CRM suite, including a sales Pipeline, is available for all accounts TODAY.
Learn more here: https://www.clickfunnels.com/features/crm
If you have any additional questions about any of this, please reach out to our support team for help.
Thanks for your patience and contributions to our community. You truly help to make this the best platform to grow your business online.
Dave Larson
Looks like it is there now
Scott English
This would be amazing.
Braden Chase
The cards keep disappearing. It seems there's a limit in the Kanban view of about 8 per column and beyond that they become invisible.
Also, I moved a card from one column to another and it simply disappeared.
Please fix this.
Luke Worsfold
Braden Chase LOL this is typical 2.0 glad i dont use it for sales lol
D
David Lamoureux (Product Support Analyst)
Braden Chase: Hey, thanks for bringing this up. I'm sorry you're experiencing this issue. I just tested this in 2 workspaces and was not able to recreate it. I created and saw 9 cards in a single column, tested moving them to another column and all 9 moved correctly. If you are still experiencing this issue, please reach out to our support team. Thank you.
Sarah Jones
Braden Chase How do you have access to the pipeline? I don't even have it yet and I have been waiting for probably 6 months for this to be released?
Krystle Atkins
Would love to be able to manage tasks with clients/customers so that I can keep track of all I do and have to do and has been done per person (like Salesforce does). Also--would be great to have a calendar feature within this to manage upcoming appointments and allow this to sync to email to receive notifications of said appointments.
Rob Tucker
Any updates on this?
Kelly Schat
Combining this feature with the ability to do Quiz/Survey Funnels/Forms, using Custom Contact Fields and being able to capture more Contact Information would really take ClickFunnels to the next level.
It would also help me in making the decision to continue using ClickFunnels and not stop my subsciption! (I must say, I give credits to the Developer Team that they are working hard!)
These Points are very useful!
- Ability to create pipelines w/ user defined stages
- Ability to create contact fields that align w/ responses to application (where answers are added to contact record
- Ability for if/then handling of these answers to dynamically assign funnel sequence in which to place contact
- Ability to segment by tag/source (ie referral source etc)
- Ability to apply particular onboarding workflow/automation dependent on source of client referral (ie - organizations that contract me have different onboarding needs for serving their clients. Would like to be able to create onboarding automations to handle each.
Harry Luk
Kelly Schat we have to upvote the quiz funnel: https://feedback.myclickfunnels.com/feature-requests/p/quizsurvey-element-outside-of-courses
Kelly Schat
Harry Luk YEAH! Power to the Quizers!
H
Hugh (Product Support Manager)
in beta
Sarah Jones
Hugh (Product Support Manager) Can you give an update when this will be available only FHL seem to have access. There has been no real update on this for months and months.
Sarah Jones
Please can non FHL clients have access to this ... been waiting with baited breath for this feature
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