Add admin manual payments to funnel statistics (LTV)
Богдан Хроменков
I want the payments that I add on my own to be pulled into the funnel from which the customer came.
I provide services and mostly payments are not made through the platform. I can now add a payment myself, but it is not displayed in the funnel then (that it is a profit from it). Is it possible to add this? So that when manually billing it adds from which funnel/stage the payment was from.
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David Lamoureux (Product Support Analyst)
Hey there and thank you for your feedback and adding this request. That's a great suggestion. We can keep this open for others to vote on and for our dev team for review. However, I'm afraid this feature may not be built for a while, so the best course of action would be to add your services as a product inside the CF2.0 app and attach it to the funnel.
If you have any questions about this or need any help with it, please reach out to our support team for help.
Богдан Хроменков
David Lamoureux (Product Support Analyst)
Do you mean have them pay directly online through SF2?
Since I have added a product to the funnel and if a customer fills out the form but does not pay, and then makes a payment to me for example by cash and I indicate in the order that he paid, then this data is not pulled to the funnel((((
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David Lamoureux (Product Support Analyst)
Богдан Хроменков: Yes, that's correct. I would have you recommend they pay online in the funnel, but if they want to pay in cash in person then yes, you can mark it as paid, but the data will not be pulled to the funnel. In reality though, this may be better, (at least more accurate) since the payment did not come from online in your funnel, but we can still leave this request open for votes.