Funnel and operations
Segment templates: a ready-made funnel for your business
A template brings, ready for your segment, the funnel stages, the conversion events and the screen terms (patient instead of lead, agent instead of salesperson). Pick one in Settings › Segment, click Use this template, check where each lead goes and apply it. You can adjust everything later in the funnel editor.
Step by step
Open the screen
Go to Settings › Segment (managers and owners only). The current template is marked as Current.
Choose the template
Check the stages, the Terms and whether conversions come turned on, then click Use this template.
Review the preview
TraceClose shows the new stages, the terms that change and where each lead goes. Adjust each stage’s destination if needed.
Apply
Click Apply template. Afterwards, adjust whatever you want in Settings › Pipeline.
The templates
| Template | Stages | Terms |
|---|---|---|
| Clinic | New contact, Assessment scheduled, Attended, Quote, Closed, Lost | patient, receptionist, appointment, treatment |
| Aesthetics | New contact, In conversation, Consultation scheduled, Attended, Procedure booked, Lost | client, receptionist, consultation, procedure |
| Digital products | New lead, In conversation, Call scheduled, Link sent, Purchased, Lost | lead, closer, call, sale |
| Real estate | New lead, In progress, Viewing scheduled, Viewing done, Offer, Deal closed, Lost | client, agent, viewing, deal |
| Ad agency | New lead, In conversation, Meeting scheduled, Meeting held, Proposal sent, Contract signed, Lost | lead, salesperson, meeting, contract |
| Local services | New contact, In progress, Quote sent, Service scheduled, Service paid, Lost | customer, attendant, appointment, service |
| Other (custom) | New, In progress, Meeting scheduled, Won, Lost | the default terms (lead, salesperson, meeting, sale) |
The terms show up across the whole dashboard: in a clinic, the Kanban board talks about patients, the button becomes “Schedule appointment” and the report shows receptionists. There’s no specific template for law firms or dental practices: use Clinic or Other (custom) and adjust the stages. See the industry guides.
Conversions and sensitive data
- The Clinic template comes with conversion sending turned off, since it deals with health data. All other templates come with conversions on.
- Clinic and Aesthetics show the Sensitive data badge: handle the data according to the LGPD (Brazil’s data protection law) and check Meta’s restrictions for health ads before sending conversions.
- Applying a template turns conversion sending on or off according to the template. Check it in Settings › Operations after applying.
Switching templates with leads in the funnel
With leads in the funnel, each lead goes to the equivalent stage in the new template. The preview shows “12 leads in ‘Proposal’ → ‘Proposal sent’”, with the suggested destination, and lets you change it. An open stage only maps to an open one, won to won and lost to lost. Won leads stay won and lost leads stay lost, on the same dates, and each lead’s history records the switch.
Stage changes caused by switching templates send no conversion events. With many leads, the switch runs in the background and may take a few minutes; the screen updates by itself when it’s done. If it fails, nothing changes and you can try again.
Example
Example with fictional data. Example Co. started with the custom template and has 230 leads. When switching to Real estate, the preview suggests: “New” → “New lead”, “In progress” → “In progress”, “Meeting scheduled” → “Viewing scheduled”, “Won” → “Deal closed”. The manager applies it, and the dashboard starts talking about clients, agents and viewings.
Didn’t work? See…
- The screen says the switch didn’t finish: nothing changed. Apply it again and, if it fails a second time, contact us.
- You only want to change one or two stages: no need to switch templates, use Funnel and stages.
- I don’t see the Segment screen: it’s for managers and owners only. See Managers only.
Frequently asked questions
Does switching templates delete my leads?
No. Each lead goes to the equivalent stage in the new template, and you can adjust the destination before applying.
Can I change the terms (patient, agent) myself?
The terms come from the template. Stages you can adjust freely in the funnel editor.
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