Funnels will help you to create steps which are taken by your visitors before making conversion actions. In Carrrot you can create such funnels from any lead actions.
Lets have this 3-step lead way as an example:
"Enter site" > "Opened list of services" > "Ordered a service".
Go to "Funnels" in "Analytics" tab, you will see a page for funnels creating. There is nothing at the moment (since you haven't created any funnel yet), but you can do it very easily.
When you will create your first funnel this page will look like this:
In this article we will show you how to create such funnels.
Click on "Create funnel" button.
Name your funnel (invent a name that will be easy to understand).
Step 1 - Now we need to select the very first step of the funnel. You can choose from created events. The first action which lead commits in your funnel. The most frequent is "Session started" (entered the site).
Step 2 - This step is more individual for your site. We will select "Visited portfolio" as an example.
Step 3 - at first we didn't had this step, but your funnels can contain any number of steps. All you need to do is to click "Add level" and your funnel will have next step. However, if you create too many steps in your funnel, possibly you should think about your lead behavior script on your site - it is too difficult. We will select "click on "More details"" for our example.
Click OK and your funnel will be created.
The data will be collected and you will see the results in 4 hours.