Leads and sales pipeline
Use the leads Kanban pipeline
Practical Pixie CRM instructions for use the leads kanban pipeline, including where to go, what to check and how to confirm the change saved correctly.
Where to goLeads → Kanban
Before you startIf the screen or action is missing, ask a Pixie CRM administrator to check your role and whether the relevant module is enabled. Do not work around permissions by using another person’s account.
What this helps you do
This guide shows the supported Pixie CRM route for use the leads kanban pipeline, the values worth reviewing and the checks to make after the action.
Follow these steps
- Open Leads → Kanban in Pixie CRM.
- Confirm the record, date range, filter, customer or staff context that the screen is currently showing before interpreting the result.
- Review the controls that matter for this task: Name and company, Email and telephone, Source and status, Assigned staff.
- Then check Estimated value, Tags and description. Use verified information and do not fill optional values with placeholders.
- Work through Use the leads Kanban pipeline using the supported view or action, keeping the current filters and record context visible.
- Confirm the result against the record, activity history, report output or status shown by Pixie CRM before relying on it.
Fields and controls to review
Name and company
Email and telephone
Source and status
Assigned staff
Estimated value
Tags and description
Checks before you finish
- Check lead owner, source and current stage.
- Keep contact details and next action current.
- Rule out duplicate customers before conversion.
- Verify pipeline stage and activity afterwards.
Permissions and record safety
Keep the change accountable.Use the least destructive action available, work inside your authorised role and preserve activity or audit evidence. Obtain any required approval before financial, privacy, signature or deletion actions.