Funnels and opportunities (kanban)

Organize leads with price on the Embudos board. Requires the plan’s useKanban module.

Where it is

Menu Seguimiento → Embudos (route /lead-funnels).

This screen depends on the plan: the Embudos module (useKanban). If your plan does not include it, the route shows the upgrade option.

What the board is

Each funnel has etapas (columns). Leads appear as cards and you can:

• Drag them between stages
• Move them with the card menu
• Filter by contact, lead, tags, users, connections, and presupuesto/precio range
• See lead totals and price sums in the board summary

The lead presupuesto (price field) is edited in the drawer → Principal. There is no separate “+ Oportunidad” button: you work with funnel leads.

Funnel management

From the board bar you can:

• Choose or create funnels
• Add or edit stages
• Move leads in bulk between stages when the flow offers it

Channels on the card

Each card can show the last channel (WhatsApp Lite, WABA, Meta, TikTok, widget, etc.) and recent activity.

Tip

Define clear stages (for example: new → in negotiation → won/lost) and keep the budget updated so board totals reflect your real pipeline.