The "Clients" section is designed for managing leads and deals, as well as visually tracking the status of each client within the sales funnel. The interface is designed as a Kanban board , where each column represents a stage in the client's lifecycle.

🗂 Interface structure

🔹 Top panel

Contains filters and display management tools:

• Start Shift is a button that marks the start of work. Every manager must start a shift to receive deals.
• Filters - allows you to filter clients by a variety of parameters (see below).
• Line selection – switches between the 1st and 2nd lines (lines can be configured in Funnel Settings ).
• Clients / Robots - toggle to configure Robots for automated processing.
• Table / Kanban - switch between table and visual display modes.
• Funnel settings - a button for configuring funnel stages.
• Setting up the distribution of responsible parties - define the rules and priority fields by which transactions will be distributed.

🔍 Filters

The filtration form includes:

• Search by name, keywords or tags
• Transaction stage
• Date of creation, date of registration, date of sale and other time parameters
• Spot, responsible manager
• Tags, country, status
• Date of last message from manager/client
• Clients without tasks
   

For a more detailed analysis of advertising campaigns, use the filters:

• Advertising channel – choice of advertising platform.
• Facebook (FB) Campaign – Filtering data by advertising campaigns.
• Ad Set FB – data selection by ad groups.
• FB Ad - Analysis of Specific Ad Creatives.
• Company Name – View statistics for individual companies.
• Adset name – details of data for specific ad groups.
• Ad Title – filtering by ads.
• Placement location – select placement platforms (feed, stories, etc.).
• Source name – division between paid and organic traffic.
• Landing – analysis of the effectiveness of individual landing pages.

After setting the required parameters, click the "Search" button.

📦 Kanban board (sales funnel)

Each column represents a stage of the customer's journey. The screenshot below shows examples:

• Not processed
• Leads communication
• Link sent
• Transaction registration 1
• Ignore
• Back from being ignored
• Deal 1st sale
• Transfer to the 2nd line
• etc. (stages are configurable)

🧾 Client card

Within each column, cards display basic information about the transaction:

• Transaction ID
• Client name
• Channel
• Country
• Responsible manager
• Date of creation
• Number of sales
• Sales amount
• Tags

Cards can be dragged and dropped between stages manually to update the client's status.

⚙️ Additional features

• Funnel settings - allows you to change the number of stages, their names, colors, and order.
• Switching between lines is convenient for teams with divisions based on support or management levels.
• Bulk delete/move to another deal stage/change responsible person/change spot - allows you to manage multiple deals at once: quickly clear the list, move deals between stages, assign responsible employees, and change spots without having to process each deal manually.
• The "Robots" function allows you to enable automatic actions for stages (for example, automatic transition to the next status, automatic messages, etc.).
• The "Assign Responsibility" function allows you to set up rules by which the CRM will automatically assign responsibility for transactions.