The Kanban view in ClearCRM provides a visual and organized way to manage Leads by categorizing them based on their Status. This layout helps track the progress of each Lead through different stages, ensuring a smooth sales pipeline.
Vertical tickets include categories such as:
Open – Newly added Leads that have not yet been contacted.
Contacted – Leads that have received an initial follow-up.
Qualified – Leads that meet the criteria to move further in the pipeline.
Customer – Leads that have been successfully converted into paying customers.
Other Custom Statuses – Depending on your CRM configuration, additional statuses may be available.
Users can navigate through these categories horizontally using a slide bar.
Tickets are arranged vertically side-by-side.
Users can navigate horizontally using a slide bar to view additional tickets.
Each ticket consists of cards representing leads with specific statuses.
Examples of statuses include customer status and contacted status.
Customization options for tickets:
Change the ticket name by clicking on it.
Alter the ticket color by selecting the color circle next to the ticket's name and choosing a preferred color.
Users can easily edit lead information by clicking on the lead's name.
The Kanban structure enhances visibility, making it easier to prioritize and manage Leads effectively.
