How to Secure More Opportunities with the Propel Story Funnel

Click on the "Story Funnel" tab to see your entire pipeline of opportunities, broken down by pitches "sent," "opened," "responded," "materials/interview," "article secured," "article published," and "not interested." Click on the reporter's name to see their profile page – which includes your entire history of communication with them, their contact info, and any notes you may have.

 Click on the "Story Funnel" tab to see your entire pipeline of opportunities, broken down by pitches "sent," "opened," "responded," "materials/interview," "article secured," "article published," and "not interested." Click on the reporter's name to see their profile page – which includes your entire history of communication with them, their contact info, and any notes you may have.

Click on the  "Add new card" button on the top-right to create an opportunity that was initiated off-line.

story funnel - add card.PNG

You can filter the funnel by user, account, or pitching initiative.

 You can filter the funnel by user, account, or pitching initiative.

To update a status of an opportunity, simply drag and drop from one column to another. You can also click on the arrow in the top right corner of the card and select which column you want to move that card into.

 To update a status of an opportunity, simply drag and drop from one column to another. You can also click on the arrow in the top right corner of the card and select which column you want to move that card into.

After an article publishes, update the card status to "Article Published"  – at which point a pop-up box will appear. Fill in the URL and publishing date so that the article will be added to the dashboard and reports.

 After an article publishes, update the card status to "Article Published"  – at which point a pop-up box will appear. Fill in the URL and publishing date so that the article will be added to the dashboard and reports.

Phew, that's it! You are ready to start pitching and managing your team's PR efforts with Propel. If you have any question or would like to schedule a training session to learn more advanced tricks, please reach out to me at idan@propelmypr.com.