Leads Kanban Board

Understanding the Kanban Board

Summary: Master the Kanban board view to visualize and manage your sales pipeline efficiently.

Overview

The Kanban board is growlio's visual sales pipeline that helps you track leads through every stage of your sales process. Organize leads by status, drag and drop cards between columns, and get a clear overview of your entire pipeline at a glance. This guide explains how to use the Kanban board effectively.

Prerequisites

An active growlio account
At least one lead added to your system
Access to the Leads page

Understanding Kanban Board Columns

The Kanban board organizes leads into seven status columns representing your sales pipeline:

New: Freshly captured leads that haven't been contacted yet

Contacted: Leads you've reached out to for initial communication

Qualified: Verified opportunities that match your ideal customer profile

Proposal: Leads who have received a formal proposal from you

Negotiation: Active discussions about terms, pricing, or contract details

Won: Successfully converted leads (automatically become clients)

Lost: Opportunities that didn't convert or went cold

Each column displays cards representing individual leads, with key information visible at a glance.

How to Use the Kanban Board

Viewing Lead Details

Each lead card shows:

Lead name
Company name (if provided)
Estimated deal value
Contact information icons
Time since last update

Click any card to open the full lead details in an edit modal.

Moving Leads Between Columns

To update a lead's status, simply drag and drop the card:

Click and hold the lead card
Drag it to the new status column
Release to drop it in place
growlio automatically saves the status change

Tip: Drag-and-drop is the fastest way to update multiple lead statuses. It's perfect for daily pipeline reviews or team standup meetings.

Adding New Leads from Kanban

You can add a lead directly to any column:

Hover over the top of any status column
Click the + icon or "Add Lead" button
The Add Lead modal opens with that status pre-selected
Fill in lead details and save

This is useful when you want to add a lead that's already progressed past "New" status.

Filtering the Kanban View

Use the filter bar above the Kanban board to narrow down visible leads:

Search: Find specific leads by name, company, or email
Source: Show only leads from specific channels
Value Range: Filter by estimated deal value
Date Range: View leads added within specific timeframes

Filtered views help you focus on high-priority leads or specific market segments.

Kanban Board Features

Column Counts

Each column header displays the number of leads in that status. This gives you instant visibility into pipeline health:

Too many in "New"? Time to reach out.
Large "Proposal" column? Follow up on pending proposals.
Growing "Negotiation" column? Good sign of closing deals.

Visual Deal Value

The Kanban board shows estimated values on each card, helping you:

Prioritize high-value opportunities
Forecast potential revenue
Balance your pipeline across deal sizes

Quick Actions

Hover over any lead card to reveal quick action buttons:

Edit: Open the full lead details
Convert: Transform the lead into a client
Delete: Remove the lead from your pipeline

Column Scrolling

When you have many leads, columns become scrollable. Each column scrolls independently so you can view different sections of your pipeline simultaneously.

Tips and Best Practices

Review your board daily: Make Kanban review part of your morning routine to stay on top of follow-ups and status changes.

Use drag-and-drop during calls: Update lead status in real-time during phone conversations or meetings for accurate pipeline tracking.

Keep the "New" column clean: Aim to contact or qualify new leads within 24-48 hours. An overflowing "New" column indicates bottlenecks.

Monitor the "Contacted" and "Qualified" columns: These represent your active pipeline. Too many leads stuck here might mean you need to send more proposals.

Don't let leads linger in "Negotiation": Long negotiation periods often lead to lost deals. Set follow-up reminders and push for decisions.

Move lost leads quickly: Don't let cold leads clutter your pipeline. Mark them as Lost so you can focus on active opportunities.

Color-code by value: While growlio doesn't currently support custom colors, you can use the value field to visually identify your highest-priority leads.

Alternative Views

growlio offers multiple ways to view your leads beyond Kanban:

Table View: Traditional spreadsheet-style list with sortable columns

Best for bulk editing and detailed analysis
Access via the "Table" tab above your leads

List View: Grouped by status with expandable sections

Compact view for seeing more leads at once
Access via the "List" tab

Tip: Switch between views based on your task. Use Kanban for pipeline management, Table for bulk updates, and List for quick status checks.

Troubleshooting

Issue: I can't drag and drop lead cards.

Solution: Ensure you're clicking and holding on the card itself, not on buttons or links within the card. If the issue persists, try refreshing your browser. Some browser extensions can interfere with drag-and-drop functionality.

Issue: My Kanban board is empty even though I have leads.

Solution: Check your filter settings. Click the "Reset" button in the filter bar to clear all active filters. Also verify you're on the "Kanban" tab, not "Table" or "List" view.

Issue: Lead cards are showing outdated information.

Solution: Refresh your browser to fetch the latest data. If you have multiple team members, they may be updating leads simultaneously. growlio syncs changes automatically, but a manual refresh ensures you see the most current state.

Issue: A column is too wide or too narrow.

Solution: Kanban columns automatically adjust based on screen size and content. Try adjusting your browser window size or zoom level. The board is responsive and optimizes for your viewport.

Issue: I accidentally moved a lead to the wrong column.

Solution: Simply drag it back to the correct column. All status changes are tracked in the lead's activity history, so you can see the complete movement timeline.