"We are revamping our Knowledge Base articles to serve you better. In case you find something unusual, do not panic. Reach out to our Support Team by submitting a ticket if you ever need some help.”

Overview Of Your Funnel Dashboard

Overview Of Your Funnel Dashboard

Welcome to the Clients on Automation Software Funnel Overview, where we'll explore the essential steps to create a powerful and conversion-focused sales funnel using the Clients on Automation Software platform.

A sales funnel is a series of steps that guide potential customers from awareness to conversion.

Funnel Section

In this part of your Dashboard, you'll be able to see all of the Funnels created.

Monosnap Funnels ‹ Clients On Automation — WordPress 2025-04-23 22-18-43

Funnel Tab

Upon selecting a specific funnel, the tab presents additional functionalities to manage and analyze the chosen funnel effectively. Below here is the numbered screenshot and its functions.

1. Star Icon: This is used to mark the Funnel as a Favorite to segment them when having a search.

2. Clone Icon: Click this to clone/duplicate a Funnel see this guide on How to Duplicate/Clone a Funnel, Webpage and Courses.

3. Trash Icon: If you intend to delete a Funnel, click the Trash Icon to delete.

(Note: All deleted Funnels can be restored under the recycle bin tab. This is located under Funnels> Funnels> Recycle Bin.)

4. Down Arrow: Enables you to see the Funnel Steps/Pages added inside the selected Funnel.

Was this article helpful?

Related Articles