---
title: "What Is Smart Funnel"
description: "Learn what is Smart Funnel in Deals and how it can help you close leads faster."
url: https://helpcenter.smartlead.ai/en/articles/292-what-is-smart-funnel
collection: "Deals"
updated: 2026-11-03
language: en
---

# What Is Smart Funnel

Learn what is Smart Funnel in Deals and how it can help you close leads faster.

**Smart Funnel** is Smartlead’s built-in CRM tool designed to help you manage leads and track deal progress - without ever leaving your outreach workflow.

Located under the **Deals** tab — grouped under the **Pipeline** section of your sidebar (you may still see “CRM” used as its legacy name in tooltips) - Smart Funnel gives you a visual, kanban-style board that’s tightly integrated with your Master Inbox. It helps you organize replies, prioritize follow-ups, and move leads toward closed-won - no spreadsheets or third-party CRMs required.

### **How to Access Smart Funnel**

1.  Log in to your Smartlead account
    
2.  Click on the **Deals** tab, under **Pipeline**, in the left-hand sidebar
    

![](https://staticfiles.gleap.io/ghelparticle/AB9cmUXVLyQ0hVXhZB8Wutyb08Ree0rEERuCoZ1VwJBubBa7ZrmgSvbkJgwhtMlTunp5XUz8XrY.png)

  
3\. Select your preferred view (currently: **Smart Funnel**)

![](https://staticfiles.gleap.io/ghelparticle/cDHGPqd4o1k3DxVFuWytHMKVOsnjpZkF7y5Lw55xXOtsenKDiZtevkzS7zjHSvmrnwVz4MiVbfv.png)

### **What You’ll See on the Dashboard**

-   **Kanban board view:** A column-based layout for visualizing lead stages
    
-   **System columns (default):**
    
    -   **New Lead** – All fresh leads
        
    -   **Email Sent** – Leads contacted via campaigns
        
    -   **Reply Received** – Leads who’ve replied to your emails
        
-   **Custom columns:** You can add stages like _Interested_, _Meeting Booked_, or any label tied to a lead category
    
-   **Saved Views:** Filtered board setups based on client, campaign, or workflow (more on that below)
    
-   **Real-time sync:** Moving a card updates the lead’s inbox category—and vice versa
    

_Note: Alongside Smart Funnel,_ **_All Leads_** _is now available as its own view in the sidebar - with separate_ **_Email Leads_** _and_ **_Dialer Leads_** _tabs - for a flat, filterable list of every lead outside the funnel board._