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Funnel / Pipeline System Using Tags + Fields

Feature Request

Details:

Users are currently building funnel systems using:

  • Tags for stages

  • Custom fields for attributes

  • Groups for segmentation

However, Dex does not provide a visual or structured pipeline view.

Requested:

  • Kanban-style funnel view (like CRM pipeline)

  • Map tags → funnel stages

  • Filter by fields (e.g., decision maker, location)

  • Bulk move contacts between stages

Posted by Dex Operations ·
1 comment

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Comments1

  • David Wild

    •

    Apr 10

    I want to make a point. If you look at your current feature development, there is a request for onboarding video support. This Wizzard idea is very much a tool for onboarding funnel workflows to get people started. One of the key ideas of any CRM is to have a funnel. Without structure, this becomes a very hard concept for most people to grasp, unless you have a background using sales funnel tools.