Manage leads in the Kanban pipeline

Read the video transcript

Open Leads in Pixie CRM and choose the Kanban view icon. The pipeline groups lead cards by their saved status, giving your team a visual way to review the current stage of each enquiry.

Review the configured columns. In this training workspace, New Enquiry contains our fictional enquiries and Qualified Enquiry is empty. Your own stages depend on the lead statuses configured for your business. A lead's stage should reflect its actual progress.

Open Oliver Hughes to review the saved lead record. Check the company, enquiry source and current information before changing its stage. Close the profile to return to the board. This is a fictional training example and no prospect is contacted.

Drag Oliver's card from New Enquiry into Qualified Enquiry. Drop it in the destination column and wait for the card to appear there. This demonstrates a status change on the board; it does not convert the lead into a customer.

Confirm Oliver Hughes appears under Qualified Enquiry. The board saves this change automatically, so there is no separate Save button for this move. Use the appropriate stage for the work your team has actually completed.

Return to list view and confirm the saved row shows Oliver Hughes with Qualified Enquiry as the status and Website Enquiry as the source. List and Kanban views show the same underlying lead records. Continue with the linked guides for ownership, follow-up and lead conversion.