The Kanban View provides a visual way to manage your Leads in Formitize, displaying them in columns based on their current Pipeline Stage. This makes it easier to track progress, identify opportunities and move Leads through your sales process.
To access the Kanban View in the Web Portal > Leads > Select Kanban View.
Each column represents a different stage in your Pipeline, with Leads displayed under their current stage.
To move a Lead to another stage > Select and hold the Lead > Drag it to the appropriate Pipeline Stage > Release to update the Lead's stage.
As Leads progress, you can continue moving them between stages to keep your Pipeline organised and up to date.
When a Lead reaches the end of your Pipeline, you can assign a Lead Outcome to record the final result.
If you have multiple Lead Outcomes, you can enable Show on Drag, which will only display available Outcomes when you are dragging a Lead. This helps keep your Kanban View organised and prevents Outcomes from covering other Lead information.
Note: You can switch between the Kanban View and Leads Table depending on how you prefer to view and manage your Leads.