> ## Documentation Index
> Fetch the complete documentation index at: https://docs.wavecentric.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Sales Funnel

> Track and manage your sales pipeline visually.

The **Sales Funnel** provides a visual overview of the sales pipeline, enabling data-driven lead tracking from initial qualification through to successful conversion.

## Funnel Stages

The sales process is organized into distinct stages to provide clear visibility into your pipeline:

* **Lead**: Initial contact or inquiry.
* **Qualified Lead**: Leads identified as a fit for your services.
* **Proposal**: Active service offer and pricing submission.
* **Negotiation**: Review and refinement of the proposal details.
* **Contract Sent**: Formal agreement awaiting final authorization.
* **Closed**: The finalization of the negotiation process.
* **Won**: Successful conversion and commencement of the partnership.

## Customer Insights

From the Sales Funnel, you can dive deep into individual customer profiles:

* **Communication History**: View all past messages and interactions with a specific lead.
* **Task Overview**: See all open and completed tasks associated with the account.
* **Inquiry History**: Track all service requests submitted by the customer.
* **Business Analysis**: Access comprehensive reports and data analysis for each company.

<Frame caption="The AI Loop Sales Funnel visualizing current opportunities by stage.">
  <img src="https://mintcdn.com/wavecentric/YSPi_dHzsGOmYZpE/images/sales-funnel-stages.png?fit=max&auto=format&n=YSPi_dHzsGOmYZpE&q=85&s=dc5d360f66d36aba4d9aae2e874e6fee" alt="Sales Funnel Stages" width="1024" height="461" data-path="images/sales-funnel-stages.png" />
</Frame>
