Funnel Categories

What is the purpose of categories? 

A category groups several sales funnels that have the same underlying theme. This is useful when you have different sales areas and would like to organize and group them together (e.g. infant development courses and weight loss programs). 

How to add, edit, and remove categories 

To create a new category, click Add button at the top of the page. 

To edit the existing category, click its name in the table. 

To remove a category, click X icon in the last column of the desired category. 

The pages to add and to edit the categories are identical, except for the page heading, which indicate “To add” or “To Edit,” respectively. 

Enter the name of the category. 

Specify the sales funnels to be included into this category. 

Once all changes have been made, click Save. The category will appear on the list on the Category page. 

Filter 

The Filter is designed to select the category by its name. 

If the name is entered in full, then one category will be displayed. If a part of the name is typed, then all categories with this part in their names will be shown. 

Enter the filter parameters and click Search. The table will display the categories which match the filter parameters. To display the table in full, click Filter and then Clear.