Kanban Board
The Kanban board gives you a visual, drag-and-drop view of all leads across pipeline stages.
Opening the Kanban Boardโ
Go to Pipeline โ Kanban Board in the sidebar.
If you have multiple pipelines, select the pipeline from the dropdown at the top of the board.
Board Layoutโ
- Each column represents one pipeline stage.
- Each card represents one lead.
- Columns are color-coded to match the stage colors you configured.
- A count badge shows how many leads are in each stage.
Lead Cardsโ
Each lead card shows:
- Lead name (or email if no name)
- Lead source badge
- Lead score
- Assigned user avatar
- Deal value (if set)
- Tags
Dragging Leadsโ
To move a lead to a different stage:
- Click and hold the lead card.
- Drag it to the target column.
- Release โ the lead's stage is saved instantly.
When you drop a lead into a Win Stage, the lead's status is automatically set to Converted.
When you drop into a Loss Stage, status is set to Lost.
Opening a Lead from the Boardโ
Click on a lead card to open the lead detail panel (slide-over) without leaving the board. From there you can view details, edit the lead, or add notes.
Filtering the Boardโ
Use the filter bar at the top of the board to narrow visible leads:
- Assigned To โ show only leads assigned to a specific user
- Tags โ show only leads with a specific tag
- Search โ filter cards by lead name or email
Creating a Lead from the Boardโ
Click the + button at the top of any column to create a new lead pre-assigned to that stage.
Switching Pipelinesโ
If you have multiple pipelines, use the pipeline selector dropdown to switch between them. Each pipeline has its own Kanban view.
Tipsโ
- Use the Kanban board for daily lead review โ see at a glance what needs attention.
- Color-code stages meaningfully: e.g. orange for "Follow-up needed", green for "Won".
- Assign leads to team members before the daily standup so everyone knows their queue.