Kanban Cards in ClearCRM serve as individual Lead representations within the Kanban view, offering a concise yet informative display of Lead details. These cards streamline Lead tracking, status updates, and information management in an intuitive, visual format.
Each Lead in the Kanban view is displayed as a card within its respective status column.
The Lead's name is prominently shown, making identification quick and easy.
Cards contain key details about the Lead, aiding in efficient decision-making.
Kanban Cards are divided into three primary sections:
Top Section:
Displays the Lead’s name for quick identification.
Middle Section:
Provides a brief description of the Lead.
Shows the Lead's current status (e.g., New, Contacted, Qualified).
Bottom Section:
Displays tags assigned to the Lead.
Shows the assigned team member responsible for managing the Lead.
Contains notes and attachments relevant to the Lead.
Drag-and-drop functionality allows users to move Leads across status columns.
Example: Moving a card from "New" to "Contacted" automatically updates the Lead’s status.
This streamlined process helps sales teams track Lead progression efficiently.
Expansion Icon (top-right corner of the card):
Click to expand and view additional details such as:
Creation Date
Email Address
Website
Company Name
Click again to collapse the view, maintaining a clean interface.
The Kanban Card system in ClearCRM offers a structured and user-friendly approach to managing Leads. By visually tracking status, updating information with ease, and accessing detailed insights, teams can improve workflow efficiency and maintain an organized sales pipeline.
