Switch between List view and Board view above the contacts list. The board shows the same contacts as cards in columns, one column per stage, so the shape of your pipeline is visible instead of implied.
Moving a lead
Drag a card into another column to move that contact to the stage. It saves as you drop it — there is nothing to confirm.
The board also has a drop area for taking someone off the active leads. Dropping a card there stops them being worked without deleting anything: the contact, their history and their company all stay exactly as they were.
When to use it
| Use the board for | Use the list for |
|---|---|
| A stand-up: what is where, and what is stuck. | Working through people one by one. |
| Moving several leads along after a day of calls. | Anything that needs filtering, sorting or bulk edits. |
| Spotting a column nobody is emptying. | Lists longer than a screenful. |
A LEAD WITH NO TRIBE CANNOT BE MOVED