Kanban Board

Prerequisite: Many CRM features (e.g., email notifications, automated follow-ups) require a configured SMTP server. If you haven't set one up yet, go to Account Settings > Email Settings first. See Email Setup (SMTP & IMAP).

The Kanban board is the primary view in Leadflip's CRM. It displays your leads as cards organized in columns by status groups. Each column represents a stage in your pipeline—for example, "New", "Contacted", "Qualified", and "Closed". You can drag leads between columns to update their status and move them through your pipeline.

How the Kanban Board Works

• Columns = Status groups – Each column corresponds to a status group you've configured in your Entity. Leads in that status appear as cards in the column.
• Cards = Leads – Each card shows key lead information (name, email, or custom fields you've chosen). Click a card to open the Lead Detail drawer.
• Drag and drop – Click and hold a card, then drag it to another column. Releasing the card updates the lead's status to match the target column.

Navigating the Kanban

1. Select your Entity from the sidebar (e.g., "Leads", "Buyers").
2. The board loads with all status groups as columns.
3. Use the Search bar and Filter icon to narrow which leads appear.
4. Scroll horizontally if you have many status groups.

Key Features

Tips for Using the Kanban

• Keep columns focused – Use status groups that reflect real stages (e.g., "New", "In Progress", "Won", "Lost").
• Limit visible fields – Show only the most important fields on cards so the board stays readable.
• Use filters – Combine search and filters to focus on specific segments (e.g., unassigned leads, leads from last week).

Next Steps

• Open the Lead Detail drawer to edit fields and view history
• Search, filter, and sort leads
• Assign leads to team members