Manage leads on the Kanban board
Visualize your pipeline and update stages with simple drag-and-drop.
Open the board
- Go to Leads.
- In the view tabs, click Kanban Board (board icon).
How columns work
Each column represents a status (*New*, Contacted, Qualified, etc.). The pill counter shows how many leads sit in that stage.
Drag & drop
- Grab a card by its header and drop it into another column to change the lead's status.
- The change saves instantly—no extra clicks.
Show/hide columns
- Use the buttons above the board to toggle visibility.
- Click Show All to reveal every stage again.
Pagination
Large columns load five cards at a time. Hit Show more at the bottom to fetch the next batch.
Tooltips
Hover the i icon in a column header to read its description.
Tips
- Use the Kanban view during stand-ups to discuss pipeline movement.
- Colour coding matches status pills across the app for quick recognition.