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# How to build a sales funnel with automated stages from first contact to closing
- URL: https://blog.jestor.com/build-sales-funnel-automated-stages/
- Published: 2026-07-10T14:55:34.000Z
- Updated: 2026-07-10T14:55:34.000Z
- Author: Bruno Bannach

In **Jestor**, a sales funnel can be built as a kanban where each stage has its own conditions — a rep can only move a deal to "won" after passing through "proposed" and "sent," for example, which prevents skipping a step and losing control of the sales process.

## Why do automated funnel stages matter?

Without a clear stage rule, each rep decides on their own when a deal is closed or nearly there, which makes it harder to see how much is at each stage of the funnel and where deals are getting stuck.

## How does the automated sales funnel work in Jestor?

- The main dashboard shows, at a glance, how many deals are active, how many were won, and the win rate for the period, along with charts by stage and by customer.
- Every new deal automatically enters the first stage once the sales form is filled out.
- Stages have conditions: from "new" and "proposed," only the buttons to advance the stage or mark it as lost appear — it's not possible to jump straight to "won."
- A date filter lets you view the funnel for a specific period, and a filter by rep helps track each salesperson's pipeline.
- Once a deal reaches a final stage (won or lost), the action buttons disappear.

| Stage          | Available actions             |
| -------------- | ----------------------------- |
| New / Proposed | Advance stage or mark as lost |
| Sent           | Mark as lost or won           |
| Won / Lost     | None (deal closed)            |

To configure the sales funnel:

1. Build the funnel as a kanban on top of a deals table.
2. Define the sales process stages.
3. Configure the per-stage button conditionals, so each button only appears where it makes sense.

## Why choose Jestor to organize the sales funnel?

Since the funnel, contacts, companies, and products live in the same connected data base, the rep doesn't need to switch between a spreadsheet and a separate CRM to know the conversation history, the products in the deal, and the current stage.

## Frequently asked questions

### Can I stop a deal from jumping straight to "won"?

Yes, each stage's conditions control which buttons appear, preventing skipped steps.

### Can I filter the funnel by rep?

Yes, there's a filter by owner, in addition to the date filter.

### What happens when a deal is marked as won or lost?

The action buttons disappear, because the deal is already closed in that flow.

### Can a deal with no products advance to the next stage?

No, the system blocks the advance and shows an error if the deal has no items.

## Reference video

Check out the [Jestor YouTube channel](https://www.youtube.com/@jestorbr?ref=blog.jestor.com) for more content like this.

## Discover Jestor

With Jestor, you can automate workflows, connect teams, and build internal systems your way — all without code and powered by AI. Discover Jestor at [jestor.com](https://www.jestor.com/?ref=blog.jestor.com) and see how to take your company's operations to a new level of efficiency and control.