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Funnels

Funnels (also called journey funnels in the product) are ordered stages that describe how accounts move through your customer journey for a catalog product. You define each stage with filters on activities, metrics, account properties, and more; FunnelStory evaluates those filters and shows where accounts sit in the journey.

Use funnels when you want a shared definition of “where is this account in our motion?” that powers Accounts views, filters, and reporting—without rebuilding the same logic in spreadsheets or one-off reports.

Multiple funnels per workspace​

Unlike older versions of FunnelStory that supported a single workspace funnel, you can maintain many funnel definitions. Each funnel is tied to a product from your Products model. Teams often keep draft funnels while iterating, then activate the one that should drive the live Accounts experience for that product.

Only one funnel per product can be active at a time. That matches how Accounts and related surfaces pick the journey to display.

Where you work in the app​

Open Funnels in the navigation (/funnels). You get a table of funnels, optional product filter, and actions to create, open, refresh, activate or deactivate, and remove definitions. Opening a funnel takes you to its detail route (/funnels/:funnelId) for overview, evaluator selection, and stage configuration.

Workspaces without multi-product and account hierarchy features enabled may still see an earlier single-funnel layout until those capabilities are rolled out for your tenant.

How this relates to “product-level funnels”​

Product-level funnels (under Core concepts → Account hierarchy) are a separate feature for hierarchy-heavy workspaces: they are scoped to a product inside the hierarchy product experience and follow their own activation and refresh rules.

The guides in this section describe the main Funnels area—the journey definitions that pair with evaluators (Timeline vs Last match) as documented in Evaluators.