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Lead board (kanban)

Where to find it​

Open the “Leads” section (the “Operations” group), then switch to the “Kanban” tab.

What the board is for​

The lead board helps you manage the pipeline visually:

  • each column corresponds to one status;
  • leads are shown as cards;
  • you can drag a lead to another status in one action.

This is convenient for daily work: quickly see bottlenecks, redistribute work, and not miss leads with no movement.

Which statuses are shown​

The board shows:

  • statuses that are not marked as “Closed”;
  • statuses allowed for the selected lead type (if you filtered the list by type).

Column order is determined by the “Sorting order” field on statuses.

If the board lacks columns or shows extra ones, check status and type settings (see Settings and reference data).

What is shown on a lead card​

The card layout may differ, but typically includes:

  • Lead status, Name, Lead type;
  • Partner;
  • forecast: Expected revenue, Expected closing;
  • Lead priority (including color);
  • Lead tags (including color);
  • Sales person;
  • Description.

The card may also have quick actions:

  • open the lead for editing;
  • delete the lead (if allowed by permissions).

Drag-and-drop and card ordering​

Changing status​

To change status, drag the lead card to the target column.

If the lead cannot be moved to the selected status:

  • check the lead type (the type can restrict allowed statuses);
  • check the “type ↔ statuses” configuration matrix.

Ordering within a column​

Within one status, you can order cards in the way that is convenient for you. The order is saved per user so that the next time you open the board, leads are arranged as you expect.

Typical situations​

  • No columns (or too few) — statuses are marked as “Closed” or not allowed for the selected type.
  • A card does not move — the status is not allowed for the lead type or you do not have permissions to change it.
  • Too many cards — enable filtering by sales person or by type.

Daily work on the board​

An example of a simple routine (10–15 minutes in the morning):

  1. Open “Kanban”.
  2. Check the first column (usually “New”):
    • assign a sales person;
    • fill phone and email;
    • record the next step in the description.
  3. Check the middle columns (for example, “Qualified”, “Proposition”):
    • set a date for leads without expected closing;
    • for leads without movement, clarify with the customer and update status.
  4. If a decision is made:
    • move to a closing status;
    • or close via “Lost” with a reason.

How to avoid “stuck” leads​

  • Always fill “Expected closing”.
  • Use tags for prioritization (e.g., “urgent”), and priority for visual highlighting.
  • Maintain column order via “Sorting order” in the statuses directory.