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Get better funnel management, now in Early Access

July 24, 2024

This month, gain early access to a new funnel experience. This update will allow you to manage your deal flow to fit your specific internal processes.

Get better funnel management, now in Early Access.

Ease and speed

  • Robust filtering: customize your funnel to your role or process
  • Multi-select and bulk actions: to assign or export the deals in the funnel
  • Speed: the funnel loads 32x faster

Customization

  • Column display: decide what columns are shown
  • Column resize: resize the width of the columns
  • User-created custom views: coming soon
How to gain Early Access

You'll receive an Early Access notification in the Lendio Portal. This will enable you to either enroll automatically in the latest version or choose which new features you would like to try out.

Once activated, this month's new feature will appear as a new tab in the left-hand navigation, allowing you to switch between the old and new funnel experience easily.

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