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How to Use the Kanban Board for Leads

Organize and track leads using the visual Kanban board

Last updated: 1/15/2025

Step-by-Step Guide

1

Access Kanban Board

Go to Leads section and click "Kanban View" to switch from list view.

2

Understand Columns

Leads are organized in columns: New, Contacted, Qualified, Converted, Lost. Each column represents a stage in your sales pipeline.

3

Move Leads Between Stages

Drag and drop lead cards between columns to update their status as they progress through your pipeline.

4

View Lead Details

Click on any lead card to see full details, contact information, and property of interest.

5

Filter and Search

Use filters to view leads by property, date, or status. Search by buyer name or property address.

Frequently Asked Questions