Lead Pipeline (Kanban View)

The Kanban pipeline view gives you a visual overview of all leads organized by status. Drag and drop leads between columns to update their status instantly.

Accessing Kanban View

1. Navigate to Leads
2. Click the Kanban toggle at the top (next to Table)

Understanding the Pipeline

The pipeline displays leads in columns by status:

Moving Leads

Drag and Drop

1. Click and hold a lead card
2. Drag it to the target column
3. Release to drop

The status updates automatically when you drop the lead.

From Lead Detail

You can also change status from the lead detail page:

1. Click on a lead card to open it
2. Use the status dropdown at the top
3. Select the new status

Pipeline Statistics

Above the columns, you'll see key metrics:

• Total Leads - All leads in the pipeline
• New This Week - Leads added in the last 7 days
• Qualified - Number of qualified leads
• Conversion Rate - Percentage of leads that become qualified

Lead Cards

Each card in the pipeline shows:

• Lead name
• Case type (if set)
• Lead source
• Days in current status
• Priority indicator (if set)

Click a card to open the full lead detail page.

Filtering the Pipeline

Use filters to focus your view:

• Case Type - Show only specific practice areas
• Lead Source - Filter by origin
• Assigned To - See leads assigned to specific team members
• Date Range - Limit to specific time periods

Filters apply across all columns simultaneously.

Working with the Pipeline

Daily Workflow

1. Start in New - Review incoming leads each morning
2. Move to In Review - Drag leads you're actively evaluating
3. Qualify or Close - Move qualified leads forward, close others
4. Prepare Referrals - Move qualified referral leads to Ready

Tips for Efficiency

Customizing the Pipeline

Column Order

Columns follow the standard lead lifecycle and cannot be reordered. This ensures consistency across your team.

Visibility Settings

Control what appears on lead cards:

1. Click the Settings icon in the pipeline header
2. Choose which fields to display on cards
3. Save your preferences

Syncing with Table View

Changes in Kanban view immediately reflect in Table view (and vice versa). Both views show the same data, just organized differently.

Limitations

• Cannot create custom statuses (columns)
• Maximum 100 leads displayed per column (use filters for large pipelines)
• Drag and drop requires mouse (not available on mobile)

Next Steps

• Filtering & Search - Find specific leads quickly
• Lead Detail Page - Work with individual leads