The Kanban view in ClearCRM provides a visual and organized way to manage Leads efficiently. Each Lead is represented as a card within status-based columns, allowing teams to track progression, update details, and access critical information seamlessly.
Leads are displayed in vertical tickets, categorized by their status (e.g., New Leads, Contacted Leads, Unqualified Leads, Customers).
Provides an intuitive way to monitor and manage Leads throughout the sales process.
Users can drag and drop Lead cards between statuses to update progress.
Easily move Lead cards across different columns to reflect their current status.
Example: Drag a Lead from "New" to "Contacted" after an initial follow-up.
This visual approach helps sales teams quickly track and act on Lead progress.
Click on a Lead’s name to edit details directly from the Kanban view.
Ensures that all Lead data is up-to-date, reducing errors and improving efficiency.
The search bar (top-right corner of the Leads page) allows quick Lead lookup by name.
Use sorting and filtering options based on:
Date Created
Last Contacted
Other relevant metrics
These tools help users find and prioritize Leads efficiently.
The Kanban view in ClearCRM enhances Lead management efficiency by offering a visual, structured, and easy-to-navigate system. With drag-and-drop updates, quick edits, and powerful search and filter options, users can effectively track and manage Leads, ensuring a smoother sales pipeline.
