5: Configure Your Sales Funnel

This guide will walk you through the sales funnel configuration, which will inform the system about your sales funnel and which lead stage to optimize on. You must have admin access to complete this section.

1. In Events Manager, under the Settings tab of your CRM Pixel, click on Continue to Configure Sales Funnel. You must have passed all the data validation checks from the 4: Verify the data to proceed with this step.
   


2. Navigate to the Configure Funnel Stages step.


3. Remove events that indicate a negative lead or do not belong in your sales funnel by clicking the minus (-) button next to each event. These could be leads that received a phone call, but decided to not convert into a sale.


4. In the same step, order your events to reflect the actual order of your sales funnel.


5. In the Optimization Target step, select the earliest lead stage you would like to optimize for. This does not need to be the last stage of the funnel. The system will optimize for all down funnel stages as well.
   
   Note: The system may adjust and optimize for a different lead stage than the one selected if better performance can be achieved.