ScowttHelp Center

For Everyone · Updated Oct 20, 2026

Build and validate your funnel

Once your CRM is connected, Scowtt drafts your funnel from your own data. You review it, make any edits, and check the data before anything goes live.

Build your funnel

The Scowtt app walks you through four guided steps:

  1. Describe your funnel: the stages a lead moves through in your business.
  2. Connect your data: your CRM and web analytics.
  3. Link CRM objects: map each stage to the CRM objects and fields that mark it.
  4. Review and activate: check the result and approve it.
  • The stage Scowtt optimizes toward is starred.
  • Negative stages, such as Disqualified and Closed Lost, sit off the main path.
  • You can describe edits in plain words and preview each change. Nothing is saved until you keep it.

See how your leads move

  • Stage counts: How many leads reach each stage, as a count and a share of all leads.
  • Timing: The median time to the next stage, so we know what can mature inside the pilot window.
  • Your view: Switch between columns, rows or a table, and filter by lead source.

Validate your data

Before anything goes live, Scowtt checks your data and shows you the results:

  • Headline checks: Total leads, how many reach the optimization stage, and how long it takes.
  • Identifier coverage: How many leads have an email, phone number, Google click ID or Google Analytics client ID. This drives how well conversions match back to your ads.
  • Findings: Sorted into blocking issues, warnings and notes. Blocking issues need to be fixed first.

Once nothing is blocking, you approve your data, and ongoing ingestion begins.

Required fields and lifecycle stagesTo optimize advertising toward your highest-value customers, Scowtt models the full lifecycle of a lead after it's generated. That needs visibility into sales activity, engagement and funnel progress in your CRM, plus how people behave on your website before they become a lead.Your onboarding timelineConnecting your data and reviewing your funnel takes under an hour. From the day your data is connected, go-live takes about three weeks.Capturing click IDs on your formsA click ID is a code an ad platform adds to the link when someone clicks your ad, such as GCLID for Google or FBCLID for Meta. Saving it with each lead lets Scowtt send the lead's predicted value back to the exact ad click that brought them in.