The lead pipeline and Kanban

What this does

A pipeline is the list of stages a lead moves through. The Kanban board shows your leads as cards, grouped by stage.

Steps

To see the Kanban board:

1. Open CRM, then Leads, then All Leads.
2. Click Kanban at the top right.

Click Back to Leads to return to the list.

To see or change the stages:

1. Open CRM, then Leads, then Pipeline Setup, or click Pipeline Settings on the Leads page.
2. You will see your pipelines, such as Default Lead Pipeline, with the number of stages. The buttons let you add, edit, clone or delete a pipeline.

Important notes

• A new lead only appears on the Kanban board if it has a pipeline and a stage. You can choose them when you create or edit a lead.

Related guides

• Create a lead
• Deals