When to use funnel engine
Use a Funnel Engine when you need consistent, rule‑based lead distribution without manual hand‑offs.
A practical example of funnel engine
For example, a new website visitor fills a contact form; the engine tags the lead as "cold," assigns it to a junior rep, and schedules a follow‑up email after two days.
How it applies to Ideoreto
Use this reference when preparing a project introduction or explaining your work on Ideoreto. Registration does not guarantee work, collaborators or funding.
Key takeaways
- Verify that stage transition rules are documented in the engine settings.
- Confirm that assigned owners receive automated notification emails for new leads.