Docs

Editing an Existing Sales Funnel

By Webhuk Team — August 22, 2025

Editing an Existing Sales Funnel

 

1. Mouse-Over on Sales Menu

2. From the drop down select Recent Sales Funnel and from the right hand pop-up the name of  the Funnel which is to be edited

3. Or, select All Sales Funnel from the drop down meny

4. The next window lists all the Sales Funnel available in the system

5. On the row of the Funnel that needs to be edited, from the Actions column, select Edit icon (alternatively, click on View icon to view the details and the Edit icon from this view window)

6. Clicking on View Tbring up the Sales Funnel details window which has two tabs for Callsheets(n) and Events(n) where is n is number of Callsheets and Funnel Events recorded for this Sales Funnel

 

 

7. Clicking on Edit bring up an editable window, similar to the New Sales Funnel window

8. Make the required changes

9. Click Submit

 

 

 

 

Related Posts

Changing Access Control Permissions
Changing Access Control Permissions

This section talks about giving a particular Role; Permissions to various modules of the system.
 
The operation gives control over the User Access to various Webhuk Modules
 
Note: a&nb

Adding or Removing Labels
Adding or Removing Labels

 
Labels can be used to associate various elements in webhuk to certain types of entities or functions.
 
For Example: A particular company or can be labelled as a company who deals with

Managing Labels
Managing Labels

 
Labels applied can be viewed by clicking on a label on the Labels Index Page to show all associations the label has been applied to
 
To Manage Labels
 

On dashboard, clic

We use cookies to improve your experience. By continuing, you accept our Privacy Policy and use of cookies.