Use the leads Kanban pipeline | Pixie CRM Help Centre
Canonical: https://pixiecrm.com/help-centre/use-the-leads-kanban-pipeline
Publisher: Pixie Technologies LLC

How-to guide
Use the leads Kanban pipeline

Pixie CRM guidance. Follow the route for your workspace, check your role and enabled modules, and verify the result before moving on.

Move leads between statuses visually and focus on active opportunities.

Audience: Sales staff; Feature: Lead; Permission-aware; 

Where to goLeads (https://pixiecrm.com/help-centre/topic/lead) → Kanban

Before you startThe screen or action may be hidden when your role lacks permission, the related module is inactive, or a required setting has not been configured. Ask an administrator to review access rather than using another person’s account.

What this guide helps you do

Move leads (https://pixiecrm.com/help-centre/topic/lead) between statuses visually and focus on active opportunities. Pixie CRM keeps the result connected to the relevant customer (https://pixiecrm.com/help-centre/topic/customer), staff member and operational history where the feature supports those relationships. That connection is important for search, reporting, client portal (https://pixiecrm.com/help-centre/topic/client-portal) visibility and future automation.

Follow these steps

- Start from Leads (https://pixiecrm.com/help-centre/topic/lead) → Kanban and open the relevant record or view.

- Verify that the record is in the correct status and that you have permission to perform the action.

- Check the related customer (https://pixiecrm.com/help-centre/topic/customer), dates, amounts, recipients and attachments before continuing.

- Select the action described by “Use the leads (https://pixiecrm.com/help-centre/topic/lead) Kanban pipeline” and complete the displayed options.

- Preview client (https://pixiecrm.com/help-centre/topic/customer)-facing content or the resulting document where Pixie CRM provides a preview.

- Verify the action and wait for the success message before leaving the page.

- Check (https://pixiecrm.com/help-centre/topic/check) the activity timeline, status, email (https://pixiecrm.com/help-centre/topic/email) queue, gateway or generated record to verify the outcome.

Settings to check

Name and companyCheck this value against the source record before saving. If the field is optional and no verified value is available, leave it blank rather than entering placeholder data.

Email (https://pixiecrm.com/help-centre/topic/email) and telephoneCheck this value against the source record before saving. If the field is optional and no verified value is available, leave it blank rather than entering placeholder data.

Source and statusCheck this value against the source record before saving. If the field is optional and no verified value is available, leave it blank rather than entering placeholder data.

Assigned staff (https://pixiecrm.com/help-centre/topic/provider)Check this value against the source record before saving. If the field is optional and no verified value is available, leave it blank rather than entering placeholder data.

Estimated valueCheck this value against the source record before saving. If the field is optional and no verified value is available, leave it blank rather than entering placeholder data.

Tags and descriptionCheck this value against the source record before saving. If the field is optional and no verified value is available, leave it blank rather than entering placeholder data.

Checks before you finish

- Capture source consistently.

- Set the correct owner.

- Record meaningful next steps in notes or reminders (https://pixiecrm.com/help-centre/topic/reminder).

- Check (https://pixiecrm.com/help-centre/topic/check) whether the result should be visible to a customer contact (https://pixiecrm.com/help-centre/topic/customer) or only to staff.

- Confirm the final status, activity entry, generated document or notification (https://pixiecrm.com/help-centre/topic/notification) before leaving the record.

Permission and data safetyDeletion, refunds, signature clearing, module changes, payment (https://pixiecrm.com/help-centre/topic/payment) configuration and privacy actions can affect linked records or legal history. Use the least destructive action available and follow your organisation’s approval (https://pixiecrm.com/help-centre/topic/approval) process.

Browse connected topics:payment (https://pixiecrm.com/help-centre/topic/payment)check (https://pixiecrm.com/help-centre/topic/check)approval (https://pixiecrm.com/help-centre/topic/approval)sales accounting (https://pixiecrm.com/help-centre/topic/sales)provider (https://pixiecrm.com/help-centre/topic/provider)client portal (https://pixiecrm.com/help-centre/topic/client-portal)reminders (https://pixiecrm.com/help-centre/topic/reminder)notifications (https://pixiecrm.com/help-centre/topic/notification)email (https://pixiecrm.com/help-centre/topic/email)customers (https://pixiecrm.com/help-centre/topic/customer)leads (https://pixiecrm.com/help-centre/topic/lead)

Related guides

Mark leads as lost or junk (https://pixiecrm.com/help-centre/mark-leads-as-lost-or-junk)Convert a lead to a customer (https://pixiecrm.com/help-centre/convert-a-lead-to-a-customer)Configure lead statuses (https://pixiecrm.com/help-centre/configure-lead-statuses)Use task list and Kanban views (https://pixiecrm.com/help-centre/use-task-list-and-kanban-views)Use estimate pipeline view (https://pixiecrm.com/help-centre/use-estimate-pipeline-view)