**To create and configure a sales funnel from scratch in Kanban, Papo (https://papo.global/) offers a flexible module where you can create multiple pipelines, define the stages that mirror your sales process, and start moving opportunities with just a few clicks. The platform lets you customize column names, order, and number, as well as add an estimated value and items to each deal, ensuring your team follows a standardized flow from the first contact.**

A well-structured sales funnel is the backbone of any sales operation. With Papo's Kanban CRM, you're not stuck with generic templates — each stage can be adapted to your sales cycle, whether simple or complex, B2B or B2C. The result is a visual pipeline that the whole team understands and uses every day.

## Summary of creating a funnel in Kanban

| Step | Action | Details |
| :--- | :--- | :--- |
| **1. Access Kanban** | Navigate to the Kanban module on the platform. | It's the visual board where you manage your funnels and cards. |
| **2. Start creation** | Click "Add Funnel" or equivalent option. | An interface will ask for the name and stages of the new pipeline. |
| **3. Give it a descriptive name** | E.g., "B2B Sales", "Pre-sales", "Renewal". | Makes it easier for the team and reports to identify. |
| **4. Define the stages** | List the column names separated by commas. | E.g., `New Lead, Qualification, Proposal, Negotiation, Won, Lost`. |
| **5. Save and start using** | Confirm creation. | The funnel will appear in Kanban, ready to receive deal cards. |

## How Papo's Kanban works

The Kanban module is a visual board where each column represents a phase of your sales process. Cards (opportunities) are moved between columns as the negotiation advances, letting you see at a glance how many deals are in each stage and the total value of the pipeline.

Papo lets you create as many funnels as you need, each with its own columns and independent cards. This is useful for separating, for example, a direct sales funnel from a partnerships or after-sales funnel.

## Customizing funnel stages

After creating the funnel, you can adjust it at any time to reflect changes in your sales process.

### Rename a stage
If a column name isn't clear, just edit it in the funnel settings. For example, "Initial Contact" can become "First Meeting Scheduled" to better describe the expected action.

### Reorder stages
The order of columns should follow the logical sequence of your sale. The platform lets you change the position of stages, usually by drag and drop in the funnel settings. This way, moving a card from left to right always represents real progress.

### Add or remove stages
Has your process evolved? You can include new phases, such as "Free Trial" or "Credit Check", and remove stages that have become obsolete. The final stages "Won" and "Lost" are essential for conversion reports and should not be deleted.

## How to fill the funnel with opportunities

With the funnel created, it's time to get deals moving.

- **Create a card:** each card represents an opportunity. You can create it manually in Kanban or use Super Chat with commands in Portuguese.
- **Move between stages:** drag the card with the mouse from one column to another, or ask Super Chat: "move the card from Company X to the Proposal stage".
- **Add value and items:** fill in the estimated value field on each card to project pipeline revenue. You can also add items (products or services) to the card — the card total will be the sum of these items, helping calculate the average ticket.
- **Track wins:** to see the period's results, use Super Chat and ask "list all Kanban wins" or "Wow of the month". The platform returns the number of cards marked as Won and the total in R$, summing the items or the estimated value.

## Who it's for

- **Sales managers** who need to standardize the sales process and get conversion metrics by stage.
- **Operations teams** that manage different workflows, such as after-sales, customer success, or onboarding.
- **Entrepreneurs and business owners** who want a clear, customized view of the pipeline without relying on spreadsheets or rigid structures.

## Frequently asked questions

### Can I create more than one sales funnel?
Yes. Papo allows multiple funnels, each with its own stages and cards. This is ideal for separating processes such as direct sales, partnerships, or contract renewals.

### Which stages should I include in my funnel?
The stages depend on your process. A basic funnel might have "New Lead, Qualification, Proposal, Negotiation, Won, Lost". For complex B2B cycles, you can include "Demo", "Proof of Concept", or "Credit Check". The platform is fully customizable.

### How do I move a card from one stage to another?
You can drag the card between columns directly in Kanban or use Super Chat with commands like "move the card from Company X to the Proposal stage".

### Can I delete a funnel after creating it?
Yes, in Kanban settings you can delete or archive old funnels. Before deleting, check whether there are active cards that need to be transferred to another funnel.

### How do I see the total value of closed sales?
Use Super Chat and ask "list all Kanban wins" or "Wow of the month". The platform returns the number of won cards and the total in R$, summing the items or the estimated value of each card.

### Can I add products or services to a card?
Yes, you can add items (products/services) to each card. The card's total value is the sum of these items, which helps calculate the average ticket and pipeline revenue.

## Read also

- [How to set up your Papo account for a lean sales team](/hc/papo/articles/how-to-set-up-papo-account-lean-sales-team)
- [How to create and use lead source tags in Papo's CRM](/hc/papo/articles/how-to-create-use-lead-source-tags-papo-crm)

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