Using the Kanban Board

Visualize and manage your pipeline with drag-and-drop

10 minutes
Beginner

Using the Kanban Board

The Pipeline view provides a visual kanban board to see and manage all your leads at a glance. This guide covers how to use it effectively.

What is the Kanban Board?

A kanban board is a visual representation of your sales pipeline:

  • Columns - Each column represents a lead status
  • Cards - Each card represents a lead
  • Drag and drop - Move leads between columns to change status

Accessing the Pipeline

  1. Click "Pipeline" in the sidebar
  2. Opens the kanban board view
  3. See all leads organized by status

Board Layout

Status Columns

The board shows columns for each status:

  • New - Newly captured leads
  • Qualified - Leads who are interested
  • Planning - Actively planning trips
  • Quoted - Quotes sent, waiting for response
  • Following Up - Active conversations
  • Booked - Trips confirmed!
  • In Progress - Trips currently happening
  • Completed - Trips finished
  • Cancelled - Cancelled trips
  • Lost - Inactive leads

Lead Cards

Each lead appears as a card showing:

  • Lead name - Primary contact name
  • Destination - Desired destination (if set)
  • Budget - Budget range (if available)
  • Assignee - Team member assigned
  • Status badge - Current status
  • Last activity - When last updated

Drag and Drop

Moving Leads Between Columns

  1. Click and hold a lead card
  2. Drag to the target column
  3. Drop in the new column
  4. Status updates automatically

What Happens When You Move

  • Status changes - Lead status updates to match column
  • Timeline entry - Status change is logged
  • Visual feedback - Card animates into place
  • Instant update - No save button needed

Card Actions

Clicking a Card

Clicking on a lead card:

  • Opens the lead detail page
  • See full lead information
  • Manage tasks, communications, etc.

Card Menu

Right-click or use card menu for:

  • Edit lead
  • Change status (alternative to drag)
  • Assign to team member
  • Add task
  • View details

Filtering the Pipeline

By Status

  • Show/hide specific columns
  • Focus on particular stages
  • Customize your view

By Assignee

  • Filter to your leads only
  • See team member's leads
  • View unassigned leads

By Search

  • Search bar at top
  • Find specific leads
  • Filter results

Pipeline Benefits

Visual Overview

See your entire pipeline at once:

  • Spot bottlenecks - Columns with many leads
  • Identify gaps - Columns with few leads
  • Balance workload - See where leads are stuck

Quick Status Updates

Change statuses efficiently:

  • Drag and drop - Fast and intuitive
  • Visual feedback - See changes immediately
  • No forms - Just move the card

Focus Areas

Use columns to focus:

  • New column - See who needs first contact
  • Quoted column - See who needs follow-up
  • Following Up - Active opportunities

Best Practices

Regular Reviews

  1. Review daily - Check pipeline each morning
  2. Update statuses - Move cards as leads progress
  3. Identify stuck leads - Leads in same column too long
  4. Prioritize - Focus on active columns

Moving Leads Forward

  1. Don't let leads stagnate - Move them forward
  2. Update regularly - Keep statuses current
  3. Close deals - Move to Booked when ready
  4. Archive properly - Move to Dead when appropriate

Using Columns Strategically

  • New - Make first contact quickly
  • Qualified - Create trip and start planning
  • Planning - Gather details and prepare quotes
  • Quoted - Follow up within 2-3 days
  • Following Up - Close the sale
  • Booked - Finalize details and prepare for travel
  • In Progress - Provide support during travel
  • Completed - Follow up and plan future trips
  • Cancelled - Process cancellation
  • Lost - Archive and analyze

Tips for Effective Pipeline Management

  1. Review daily - Check pipeline each day
  2. Move leads forward - Don't let leads stagnate
  3. Use drag and drop - Fast and intuitive
  4. Focus on bottlenecks - Address stuck columns
  5. Balance workload - Distribute leads across team
  6. Track metrics - See conversion rates by column
  7. Clean up regularly - Move dead leads to Dead column

Pipeline Metrics

Some pipeline views show:

  • Lead counts - Number in each column
  • Conversion rates - Movement between columns
  • Average time - How long in each stage
  • Team performance - By assignee

Related Guides

Next: Learn about drag and drop in detail →

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