Search this site
FunnelBud Help Portal
  • Home
  • Automation
  • Setup
    • Month 1-2 set up
    • Rebranding Checklist
    • New website Checklist
    • Verifying CNAME Records
  • Contacts
    • Contact Manager
      • Advanced Search
      • Contact Record
    • Import
      • Import History
      • Importing existing contacts again
      • Can I send to purchased lists?
      • Opening Exported FunnelBud Files
      • How to Manipulate .CSV files
      • Preventing Spam Traps
    • Export
    • Lists
      • List Automations
      • Common List: List of Lists (with Exclusions)
    • Lead Scoring
  • Content
    • Emails
      • Engagement Tools
      • Delivery & Best Practices
      • Authentication - DKIM & SPF
      • Sending to Opens, Clicks & Unopened
      • Email Sender Status
      • Restore Email Sender Status to Healthy
      • Spam Traps
      • Converting an email to a pdf
      • Transactional Emails
    • Forms
      • Forms FAQ
      • Form Embed Code
      • Advanced Customization
      • Native Forms and 3rd-party Forms
    • Landing Page
      • Switching to HTTPS Pages
      • Redirecting a Landing Page
    • Media Center
    • Social
      • Reconnecting Expired Social Accounts
      • Social Posting Limitations
  • Sales
    • Sales Setup
      • Creating a Pipeline
      • Creating and Deleting Pipeline Stages
    • Creating your Sales Processes
    • Lead Score Optimization
    • Prospecting with Accounts
    • Managing multiple teams with separate reports
    • Managing leads (MQL and SQL)
    • FunnelBud vs. ERP
    • Onboarding sales team
    • Sales Dialler
  • Settings
    • Tracking Code
    • Custom Fields
    • User Management
    • Email Sync
      • Syncing Office 365
    • Email Signatures
    • Meetings
  • Tracking & Analytics
    • Campaigns
      • Tracking with UTM Codes
      • Tracking Pages/Blogs as Campaigns
    • Web Insights & Traffic Sources
      • Frequently Asked Questions
    • Email Tracking
    • Google Ads
    • Google Analytics Conversion Tracking
  • Implementations
    • Subscription Preferences
    • Inbound Funnel
    • Webinars and Events
      • Event Process: Eventbrite
      • Additional info
    • Engaged / Not Engaged Lists
    • MQL and SQL Inspiration
    • Outbound Prospecting Tool
    • Sub-Components
      • Active Lead Counter
    • Net Promoter Score automations
  • Paid Services
  • Marketing Strategy
    • Inbound vs. Outbound marketing
  • Developers
    • API
    • Custom RSS feed in Wordpress
  • Integrations and API
    • Salesforce Integration
    • PipeDrive Integration
  • GDPR
  • Chatbots
    • Visitors' common questions in chatbots
    • Chatbot FAQ
  • Perfect Audience
  • Mobile Application
  • Custom Reports
FunnelBud Help Portal

SALES Setup

How to create a new Sales Pipeline

How to create or delete Deal Stages for a Pipeline

How to create new Custom Fields for your Opportunities

How to create new Users for your sales team

Guide to Creating your Sales Processes

Report abuse
Page details
Page updated
Report abuse