> For the complete documentation index, see [llms.txt](https://help.pickyassist.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.pickyassist.com/setting-up-guide/working-with-prebuilt-crm-modules/automations/funnels.md).

# Funnels

With [Funnels](/setting-up-guide/setting-up-modular-crm/funnels.md) we can do a series of automations against a lead record and we can visually see the journey of the lead. Like workflow it doesn't always need a trigger to activate. In prebuilt Funnels are used to follow up on new leads when they are created on the Leads module and to add the Lead into the funnel when they are not available while contacting. To know more about funnels [click here](https://help.pickyassist.com/setting-up-guide/setting-up-modular-crm/funnels).

<figure><img src="/files/RYEeYX3eA45EN1xLGmfj" alt=""><figcaption></figcaption></figure>

**Lead Followup Funnel:** Adding Leads into a 15 days followup funnel including sending WhatsApp Message and Creating Task. Whenever a new Lead is added in the CRM, it is added into this funnel with the Workflow ‘**Create Task to Follow Up Leads**’.

**Attempting to Contact Funnel:** This Funnel followup on lead when their current stage becomes Attempting to Contact. This funnel is triggered by the workflow ‘**Add to Attempting to Contact Funnel**’ when  the lead current stage is changed to Attempt to Contact.

{% hint style="info" %}
**Note: The flows (Chatbots, Workflows and Funnel) will work only after you click on 'Validate and Publish' button on each flow, otherwise the flows may not work. All these Workflows are customizable and the user can change all the configurations according to their requirements. They have the option to Enable/Disable each flows. So after installing the prebuilt configurations and the user doesnt want some flows they can Disable it.**
{% endhint %}


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
GET https://help.pickyassist.com/setting-up-guide/working-with-prebuilt-crm-modules/automations/funnels.md?ask=<question>&goal=<endgoal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.