How to Create and Manage Sales/Lead Generation Funnels in LEADSORBIT?

Sales funnels in LEADSORBIT help you guide visitors through a series of pages designed to generate leads, book appointments, or sell products and services. You can create funnels from scratch, use pre-built templates, or build them with AI, then customize and manage them to fit your business needs.

Create a Sales Funnel

Follow these steps to create a new sales funnel in LEADSORBIT.

  1. Navigate to Sites → Funnels.
  2. Click New Funnel.
  3. Choose how you want to create your funnel:
    • From Blank
    • Funnel AI
    • From Templates
  4. Enter the required details or select a template, depending on the option you choose.
  5. Customize your funnel pages using the drag-and-drop editor.
  6. Click Save after making your changes.
Creating a new sales funnel inside LEADSORBIT

Creating a new sales funnel inside LEADSORBIT

Manage a Sales Funnel

Once your funnel is created, you can edit and manage it at any time.

  1. Navigate to Sites → Funnels.
  2. Search and select the funnel you want to manage.
  3. Edit your funnel pages, settings, or funnel steps as needed.
  4. Click Save to apply your changes.
Editing and managing a sales funnel inside LEADSORBIT

Editing and managing a sales funnel inside LEADSORBIT

Best Practices

  • Choose a template that matches your business goals to save time.
  • Keep your funnel pages simple and focused on one action.
  • Preview your funnel before publishing to ensure everything works correctly.
  • Save your changes regularly while editing.
  • Test your funnel after publishing to confirm all pages and forms work as expected.

Common Issues

  • Unable to create a new funnel: Verify that you have the required permissions to create funnels in LEADSORBIT.
  • Changes not appearing: Click Save after making changes and refresh the page if needed.
  • Template not loading: Check your internet connection and try selecting the template again.
  • Funnel not working as expected: Review your funnel pages, forms, and settings to ensure everything is configured correctly.