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Track leads on the Kanban board

See your whole pipeline and drag leads between stages.

The Kanban Board shows your entire lead pipeline as columns, so you can see and move every deal at a glance.

How to use it

1. Open Kanban Board.
2. Each lead is a card in a status column.
3. Drag a card to the next column as the lead progresses.
4. Click a card to view or edit the lead.

The columns come from your Lead Status settings.

Related guides

• Capture and manage Leads
• Manage your product catalog
• Customise your lead statuses

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