Formitize User Guide

Without a system in place, it's so easy to forget about a lead or run out of time to follow up on an inquiry. The Pipeline can be aligned to the dif...

The Kanban View is a visual way to manage leads. It displays leads in columns based on their current pipeline stage.

Click and hold the lead, drag it to the required stage, and drop it into the new column.

Lead Outcomes allow you to record the final result of a lead when it reaches the end of a pipeline.

Show on Drag controls when Lead Outcomes are displayed. When enabled, Outcomes only appear while you are dragging a lead and they are available to be used. ...

Yes. The Kanban View provides an additional visual way to manage leads. You can still use the Leads table when you prefer to review your leads in a table fo...