1. Overview of the Kanban View
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.
2. Ticket Categories
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.
3. Ticket Structure and Navigation
Tickets are arranged vertically side-by-side.
Users can navigate horizontally using a slide bar to view additional tickets.
4. Ticket Details and Customization
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.
5. Editing Lead Information
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.