# Funnel board

> The Funnel view in Contacts shows your leads in columns by stage. Drag them to move them and decide what happens when a chat enters each stage.

Source: https://docs.watsi.ai/en/crm/board

**The Funnel view in Contacts is a board with one column per stage of your agent's funnel; each card is a lead, and you drag it to change its stage.** The AI agent also moves leads on its own as the conversation progresses. From the board you can also decide what happens to chats that enter a stage: whether the agent keeps replying, which status the chat gets and whether a conversion event is sent.

## Open the board

In **Contacts**, switch to the **Funnel** view. The first column, **No stage**, groups contacts that don't have a stage yet; then come the funnel stages of the selected agent.

> **Note**
  If you see "Configure your funnel stages in agent settings to use the board.", your agent has no
  stages yet. Create them in the **Funnel** tab of the agent's settings.

## Move a lead to another stage

Drag the card to another column. watsi moves that contact's most recent conversation and confirms with "Moved to …".

> **Warning**
> Contacts without a conversation cannot change stage: the stage lives on the chat.

To find cards, use search and the channel (**Chats**), date and advisor filters.

## What happens when a chat enters a stage

Each column has its own settings:

- **Enable agent for the entire stage** — turns the agent on or off for every conversation in that column at once.
- **Auto agent** — decides whether chats entering the stage get the agent turned on or off.
- **Chat status** — marks entering chats automatically (for example, as resolved).
- **Conversion event (Meta)** — marks Meta Lead Ads contacts entering the stage as quality leads and sends the event to your Meta account. Requires Meta Marketing connected in Integrations.
- **Conversion event (Google Ads)** — notifies Google Ads when a contact who came from a Google ad enters the stage. Requires Google Ads connected and configured.

> **Note**
  Sending conversions to Google Ads may show as "not available yet" in your workspace; your settings
  are kept for when it is enabled.

## Related

- [Contacts (CRM)](/crm/contacts)
- [Lead source and UTM](/crm/lead-source-utm)
- [Chat statuses and filters](/chats/statuses-and-filters)