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CRM Kanban view

View your clients on a 6-stage Kanban board (lead, contacted, proposal, active, inactive, lost) and move them with drag and drop.

Overview​

Besides the list view, Contacts offers a Kanban view to manage your sales pipeline. Each client appears as a card with their name, the invoiced amount and a colored dot when client health data exists. Each column shows the invoiced total of its clients. Clients without a stage appear in the Lead column.

When you drag a card to another column, the client's stage is updated and the change is recorded in the client's activity.

Quick start​

  1. Go to Contacts, open the client list and switch the view mode from List to Kanban.
  2. Drag a client's card to the column that matches their current stage.
  3. Click the card to open the client for editing.

Reference​

  • API: GET /v1/clients?stage=lead|contacted|proposal|active|inactive|lost filters clients by stage. See the API reference.
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