How to Create a New Funnel in CoachWorks Marketing CRM
This guide provides detailed instructions on how to create and customize a new funnel in CoachWorks Marketing CRM. Learn how to start a new funnel from scratch or select an existing template to streamline your marketing processes effectively.
1. Start by navigating to the funnels section.
2. Next, create a new funnel by clicking New Funnel.
3. Then, opt to design your funnel from scratch. or select from templates.
4. Continue by selecting From Template if you prefer using a template.
5. Now, choose a specific template from the list displayed.
6. Use the search function to find your desired template quickly.
7. You can also filter templates to narrow down your choices.
8. Alternatively, decide to start from scratch if none of the templates fit your needs.
9. Enter a unique name for your funnel in the designated field.
10. Finally, click Create to launch your new funnel.
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How to Create a New Funnel in CoachWorks Marketing CRM | Content Copilot
