• When you enter the platform’s main page, go to the left sidebar and, in the “Tags” field, create the tags that will be part of your sales funnel.

These tags allow the CRM to automatically update the lead’s stage when applied to a conversation—without the need for manual adjustments. (Example: Initial Contact, Proposal Sent, Sale Completed).

• Click “New Label,” enter a name, choose a color, and click “Create.”

• Repeat the process for each stage of your funnel.

Then, go to Settings > Account Settings

• Scroll down to “ Agents who can access CRM ”, select the desired agents and click “ Update ”.

⚠️ Important: Administrators already have access to the CRM by default — there’s no need to add them manually.

This same process can be performed to release agent access to Typebot or Campaigns.

Create the stages of your funnel

• In the side menu, click CRM.

• Then, click “Create Stage.”

In the window that opens:

• Give the stage a name

• Choose a color (preferably the same as the corresponding label)

• Select the agent(s) who will have access

• In the “Label” field, choose the label that, when applied to the conversation, will automatically move the lead to that stage in the CRM.

• Repeat this process for all stages of your funnel.

Once you’ve created them, you can rearrange the order of the stages by dragging them left or right as you prefer.

Set loss reasons

• In the top right corner, click Settings, then “Loss Reasons.”

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Here you can record the reasons why a sale did not go through.

Examples:

• Customer withdrew

• Closed with the competition

• Price out of budget

Just enter the reason and click “Add.” This data helps you better understand the critical points in your sales process.