How do I create a funnel for leads?

Create a Lead Funnel in UpMLM

## Introduction

In this tutorial, you will learn how to create a funnel for leads in UpMLM. By the end of this guide, you will be able to define funnel stages, guide leads through each step, and improve follow-up and conversion consistency.

1. ### Open the Funnels

From the main navigation menu, click on Funnels.

> This section allows you to manage lead workflows and funnel structures.

2. ### Add Funnel Stages

3. ### Define Funnel Stages

Add and name the stages of your funnel (for example: New Lead, Contacted, Presentation, Decision).

> Clear stages help track lead progress and next actions.

4. ### Moove Leads in the Funnel

Place the leads on the different funnel stages in order to focus your tasks and monitor your progress

Tip: ## Practical Tips

  • Keep funnels simple: Fewer stages improve clarity and duplication.

  • Use clear stage names: Everyone on the team should understand each step.

  • Review funnel performance: Regularly check how leads move through the funnel.

Tip: ## Conclusion

Creating a lead funnel in UpMLM helps standardize your recruitment or sales process and ensures consistent follow-up. Well-defined funnels improve organization, visibility, and conversion rates across your team.

February 23, 2026
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