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This walkthrough takes one record through the whole pipeline so you can see how Funnel’s core objects connect. You need a Funnel account — if you don’t have one yet, start a free trial.
You do not need to finish setup first. The Onboarding page is optional and never blocks you, so you can run this walkthrough on a brand new workspace.
1

Create a lead

Go to Leads → Create Lead. Fill in the name, email, and inquiry details, pick a source (where the lead came from), and save.
2

Qualify it

Open the lead and set its status and priority. Add a follow-up task so it shows up on your task list.
3

Convert to a deal

When the lead is ready, convert it to a deal. The deal enters your pipeline with its own status, value, and priority.
4

Work the deal

Log activities (calls, meetings, notes) on the deal as you progress it through your pipeline stages.
5

Mark it won

Move the deal to a won status. The contact now appears under Customers, ready for invoicing and repeat business.
Trial workspaces come pre-loaded with sample leads, deals, and customers so you can explore without creating everything yourself. See Trial & demo data.

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