CRM Contacts
The contact board
The drag-and-drop board view of your leads: what the columns are, what dragging does, and when the board beats the list.
Last updated September 2, 2026
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
If a card refuses to move and says it is not attached to a tribe, the contact belongs to the organisation and no tribe. Open it, set the tribe, and the board will move it like any other.