How to Access
Open the Leads page from the main navigation. You'll see a kanban board with columns representing each stage of your sales pipeline. Each card in a column represents a single lead, so you can see all your prospects at a glance and understand where each one stands in your process.
How to Customize
Organize Your Stages
Each column represents a pipeline stage and can be customized:
Rename stages to match your workflow
Change stage colors to visually distinguish them at a glance
Reorder columns to match your preferred sequence
Collapse stages you don't need to see right now to save screen space
Control What Appears on Cards
Customize which information displays on each lead card so you see what matters most to your sales process. You can choose to show fields like contact name, company, last activity date, or any other lead property relevant to your workflow.
Save Your View Preferences
Your personal view settings are saved automatically:
Column widths you adjust
Which columns you collapse or expand
Your preferred sort order
Which stats you want to see
When you return to the Leads page, your customized view is exactly as you left it.
Display Lead Metrics
Toggle a stats row above the kanban board to see high-level metrics like:
Total number of leads
Conversion rates
Other key performance indicators
Use the stats visibility button in the toolbar to show or hide this section. Your preference is remembered.
Use Best Practices
Moving Leads Between Stages
When you drag a lead card to a new stage:
Drop it in the column where it belongs
The system automatically saves the change to your backend
The card stays in its new position
If something goes wrong with the move, the card automatically returns to where it started.
Keep Your Board Focused
Avoid putting too much information on each card — keep it simple and scannable
Click a card to open the full lead details if you need more information
This keeps your board responsive and easy to navigate
Use Consistent Stage Names
Make sure your stage names are clear and consistent across your team so everyone understands where a lead is in the pipeline.
FAQ
Q: Can I change the order of my pipeline stages?
A: Yes. You can reorder columns by adjusting the stage sequence in your settings. The columns will display in your preferred order.
Q: What happens if I accidentally drag a lead to the wrong stage?
A: If the move fails to save, the lead card automatically returns to its original stage. You can try moving it again.
Q: Can I make columns wider or narrower?
A: Yes. Drag the edge of any column to resize it. Your width preferences are saved automatically.
Q: How do I add a new pipeline stage?
A: New stages are added through your workspace settings. Once you add a stage, it will appear as a new column on your Leads board.