Leads (Contacts)

The Leads page lets you manage contacts and sales prospects. You can view them as a Kanban board (drag-and-drop cards) or a list (table view).

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Two view modes

Toggle between views using the tabs at the top of the page:

• Kanban — Visual pipeline with columns for each stage. Drag cards to move leads between stages.
• List — Traditional table with sortable columns.

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Default lead pipeline stages

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Add a lead

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Lead sources

When adding a lead, you can track where they came from:

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Move leads through the pipeline

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Using Kanban (drag-and-drop)

1. Find the lead card in its current stage column
2. Click and drag it to a new stage column
3. Drop it — the status updates immediately

If the update fails (for example, due to a network issue), the card automatically moves back to its previous position.

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Using the edit dialog

1. Click the three-dot menu on a lead card or table row
2. Click Edit
3. Change the Status dropdown to the new stage
4. Click Update

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Assign leads to team members

1. Click the three-dot menu on a lead
2. Click Assign
3. Select a team member
4. The assigned person’s name appears as a badge on the lead card

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Search

Use the search bar to filter leads by first name, last name, email, or phone number. Both Kanban and list views are filtered.

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Kanban card details

Each card on the Kanban board shows:

• Lead’s full name
• Company name (if linked)
• Lead source badge
• Assigned user badge
• Phone number