Moving leads

Overview

Drag leads between stages on the kanban board.

Drag cards between columns or open a lead and change status. Activity is logged with date and user.

Pipeline view

Leads appear on a kanban board by status — new, contacted, quoted, won, or lost. Drag cards as the conversation moves forward.

When a lead is ready for work, convert them to a customer and estimate in one step so nothing is retyped.

Next step

Continue with Converting leads.