---
title: "Understanding the Kanban View of Leads"
description: "Learn the structure of the Kanban View for Leads"
url: https://help.clearcrm.com/en/articles/10749590-understanding-the-kanban-view-of-leads
collection: "Leads"
updated: 2026-03-30
language: en
---

# Understanding the Kanban View of Leads

Learn the structure of the Kanban View for Leads

## 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.

![](https://staticfiles.gleap.io/helpcenter/69adb1adea2195f0e0fe5fde/20260330165952_2725.png)

## 2\. Ticket Categories

-   Vertical tickets include categories such as:
    
    1.  **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.