The leads page is the kanban for in-flight pipeline. Each card is a deal you're working; columns are the stages you move it through.
What you can do here
- Drag a card between columns to advance or move back a stage. The stage change is recorded on the lead's activity timeline.
- Filter by pipeline if your team runs multiple pipelines (e.g. new-business vs renewals).
- Switch to list view when you want to scan a lot of cards at once or export.
- Create a lead with the new-lead button — it opens with the linked account and contact pre-fillable.
What's on a card
- Deal name and dollar value.
- Linked account and primary contact.
- Stage badge and any pipeline-specific tags.
Tips
- Treat the kanban as the operational source of truth for "where is this deal?" — if a stage change isn't reflected on the board, it didn't happen.
- Don't park stale leads in the active pipeline. Move them to a closed-lost stage so the board reflects real work.