---
title: "Exploring Kanban Cards for Leads"
description: "Learn the structure of the Kanban Cards representing Leads within the Kanban tickets"
url: https://help.clearcrm.com/en/articles/10749916-exploring-kanban-cards-for-leads
collection: "Leads"
updated: 2026-10-30
language: en
---

# Exploring Kanban Cards for Leads

Learn the structure of the Kanban Cards representing Leads within the Kanban tickets

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.

## **1\. Overview of Kanban Cards**

-   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.
    

## **2\. Structure of a Kanban Card**

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.
        

## **3\. Managing Lead Status**

-   **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**.
    

## **4\. Accessing Additional Lead Information**

-   **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.
        
    
    ![](https://staticfiles.gleap.io/helpcenter/69adb1adea2195f0e0fe5fde/20260330165952_0745.png)
    

## **5\. Conclusion**

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**.