Sales Funnel & Pipeline
The Sales Funnel is Tickmark’s visual pipeline management tool. See your entire sales process at a glance with a Kanban-style board, and move leads through stages with drag-and-drop.
Pipeline Kanban Board
The pipeline view displays your leads as cards organized by stage in a Kanban board:
- Drag and drop leads between stages to update their status
- Stage summaries — Each column shows the number of leads and total deal value
- Weighted pipeline — Values are weighted by the win probability of each stage
- Lead cards — Show key info at a glance: name, company, deal value, assignee
Unassigned Leads Sidebar
A collapsible sidebar shows leads that haven’t been assigned to any team member:
- Browse unassigned leads with infinite scroll
- Drag and drop them directly into a pipeline stage
- Assign them to team members
Default Funnel Stages
Tickmark comes with 8 default stages:
| Stage | Type | Description |
|---|---|---|
| New Lead | Open | Just entered the pipeline |
| Contacted | Open | Initial contact has been made |
| Qualified | Open | Lead has been vetted and qualifies |
| Proposal Sent | Open | A proposal has been delivered |
| Negotiation | Open | Terms are being discussed |
| On Hold | Open | Paused for now |
| Closed Won | Won | Deal closed successfully ✓ |
| Closed Lost | Lost | Deal was lost ✗ |
Managing Funnels
Create a Custom Funnel
Navigate to Funnel Settings
Go to Sales → Pipeline → Settings.
Create New Funnel
Click “Create Funnel” and give it a name (e.g., “Enterprise Sales”, “Inbound Leads”).
Configure Stages
Add, rename, or reorder stages. Set each stage’s type (Open / Won / Lost) and win probability percentage.
Set as Default
Optionally set the new funnel as the default for new leads.
Stage Management
- Add stages — Create new stages for your sales process
- Reorder stages — Drag stages to change their order
- Set stage type — Open (in progress), Won (successful), or Lost (unsuccessful)
- Win probability — Set the probability percentage for weighted pipeline calculations
- Archive stages — Remove a stage and reassign its leads to another stage
Multiple Funnels — You can create multiple funnels for different sales processes (e.g., one for inbound leads, another for enterprise deals).