Separate general settings are available for the funnel module, which you can access in the “Settings” section inside the messenger:
For example, you can add additional information fields to a deal in the form of text or date:
As an example, let’s add the “Notes” field:
After this, the created field will appear in the “Additional information” subsection (a field could also be added using the “Create a new field” button, which is located at the bottom of the transaction):
The settings also provide functionality for creating additional tags for customer transactions:
As an example, let's create a “Loyal” tag:
After creating a tag, its selection will become available on the deal page itself:
