Jetfly.ai

Qualify

Four questions. Your funnel, not ours.

Lead Status and Opportunity StageName sit in one funnel. Default is Salesforce OOTB — only if they never customized. Attribution runs across both.

Question 1

Lead stages, then Opportunity stages.

Not forecast categories. Your Lead Status and StageName. Custom unless they are still on Salesforce OOTB. Attribution sits on every row.

Lead Status

Outside Account until convert.

    Opportunity StageName

    Child of Account. Deal.

    1. opportunity 1

    2. opportunity 2

    3. opportunity 3

    4. Converts — Closed Won

    Skip to engine