How to build a sales funnel with automated stages from first contact to closing
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:
- Build the funnel as a kanban on top of a deals table.
- Define the sales process stages.
- 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
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