Campaign Stages & Funnel Outcomes
In this edition
Campaign Stages & Funnel Outcomes
- Configure how campaign and playbook stages appear on Kanban, contribute to funnel counts, remain open or represent success. Stages can also carry recheck and cooldown settings.
- Members in stages outside the main board appear in a Parked lane. Drag a member onto an active column or use the Unpark action in member details to return them to the pipeline.
- Funnel reporting uses recorded stage history to count members who reached a stage, rather than counting only those currently there. Stage history also supports progression and time-in-stage reporting.
- Adding or importing contacts checks cooldowns and outreach exclusions, including across campaigns.
Playbook Timing
- Direct-ask playbooks can use zero or blank touch-spacing and quiet-window values without adding a waiting period.
- Stage deletion asks for confirmation, with destructive actions separated from other stage controls.
AI Capability Suggestions
- In Initiative details, linking accepted capability suggestions removes only those successfully linked. Unaccepted suggestions stay available for review; failed links remain selected for retry.