---
title: "Managing Leads in Kanban Board - Visual Pipeline"
description: "Learn how to manage Leads in Kanban tickets using cards to represent each Lead"
url: https://help.clearcrm.com/en/articles/10749809-managing-leads-in-kanban-board-visual-pipeline
collection: "Leads"
updated: 2026-03-30
language: en
---

# Managing Leads in Kanban Board - Visual Pipeline

Learn how to manage Leads in Kanban tickets using cards to represent each Lead

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.

## **1\. Overview of the Kanban View**

-   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.
    

## **2\. Managing Lead Progression**

-   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.
    

## **3\. Editing Lead Information**

-   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.
    

![](https://staticfiles.gleap.io/helpcenter/69adb1adea2195f0e0fe5fde/20260330165952_7387.png)

## **4\. Searching and Filtering Leads**

-   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.
    

## **Conclusion**

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**.