Using the Pipeline and Kanban Board
The pipeline view displays all leads as Kanban cards sorted by deal stage, giving you an instant overview of where each lead stands in your sales process.
Stagesβ
| Stage | Meaning |
|---|---|
| New | Lead received, not yet contacted |
| Contacted | First contact made |
| Meeting | Call or meeting scheduled or completed |
| Proposal | Proposal created and sent |
| Negotiation | Terms being discussed |
| Won | Deal closed |
| Lost | Lead declined or stopped responding |
Moving a lead to a different stageβ
- Open Pipeline from the sidebar.
- Drag a card to the target column.
- The stage is saved immediately.
Alternatively, open the lead drawer and change the stage in the dropdown.
Reading a card quicklyβ
Each Kanban card shows:
- Lead name and company
- Assigned team member (if set)
- AI score badge (colour-coded: green = hot, yellow = warm, grey = low)
- Date of last contact
Filters and searchβ
Use the pipeline filters at the top to:
- Show only leads assigned to a specific team member
- Filter by campaign label
- Highlight hot leads
Editing deal value and stage inlineβ
Open the lead drawer β CRM tab β click the deal field to edit the value or stage directly. Changes are saved immediately.
Common issuesβ
- Lead appears in wrong column: Check that the stage in the lead drawer is correctly set.
- Drag & drop not responding: Reload the page and check your network connection.
- Lead is missing entirely: Check active filters β a filter may be hiding the lead.