Hello,

We have set up a module within the CRM for target clients, and a picklist to indicate what stage we are at with them:

1. Not started
2. Initial contact

3. Product Demo/Training

4. Assessment/Loan request

5. Quote

Based on this we want to set up a funnel in the analytics module, however, we couldn't get it to work.
Zoho support have said this isn't possible using a picklist as each of the conditions of the funnel must be met in order for the data to feed through. We don't want this information to be set up in a standard chart. 

How do we best set up the module to achieve this? Or, is there a way to do this without changing the module?

Ideas welcome!

Thanks in advance!