Kanban Boards Guide
Visualize your workflows with customizable kanban boards. Track contacts through stages, manage pipelines, and collaborate with your team using drag-and-drop simplicity.
Understanding Kanban Boards
Visual Workflow Management
Kanban boards provide a visual representation of your contacts moving through different stages of your business process.
Customizable Stages
Create multiple stages per board. Stages are mapped to custom select fields for easier management.
Drag & Drop Interface
Simply drag contacts between stages to update their status. Changes are saved instantly and tracked in the activity timeline.
Team Collaboration
Use "Me Mode" to filter the board to show only contacts assigned to you, making it easy to focus on your responsibilities.
Interactive Kanban Board
Kanban Board View
Lead
2Sarah Johnson
Tech Solutions
Mike Chen
StartUp Co.
Qualified
1Emily Davis
Enterprise Corp
Proposal
1Lisa Park
Global Systems
Customer
1Global Inc.
Active Customer
Drag and drop cards between stages to update contact status
Common Board Types
Sales Pipeline
Track deals from lead to close
Customer Support
Manage support tickets and issues
Project Management
Track project tasks and deliverables
Recruitment
Manage candidate pipeline
Best Practices
Design Your Workflow
- Map out your actual business process
- Keep stage names clear and action-oriented
- Limit to 6-8 stages for clarity
- Consider what triggers stage changes
Use Me Mode
- Toggle Me Mode to see only your assigned contacts
- Perfect for daily task management
- Reduces visual clutter in team boards
- Quickly identify your responsibilities
Stage Transitions
- Define clear criteria for moving between stages
- Document what qualifies a contact for each stage
- Use automation to move contacts when possible
- Review stuck contacts regularly
Automation Tips
- Let AI agents update stages during calls
- Monitor AI stage changes in timeline
- Use AI agents to add notes and update fields
- AI Agents can also assign contacts to team members
Key Features & Benefits
Board Features
- Create multiple boards for different workflows
- Customize stage names and order
- See contact counts per stage
- Filter by assigned team members
Business Benefits
- Instantly see bottlenecks in your process
- Track deal progression at a glance
- Improve team accountability
- Identify opportunities faster
AI-Powered Stage Management
Your AI agents can automatically move contacts between stages based on conversations:
Automatic Updates
- • Move leads to qualified after positive calls
- • Update deal stages based on customer responses
- • Mark support tickets as resolved
- • Progress candidates through interview stages
Smart Triggers
- • Keywords in conversation trigger stage changes
- • Sentiment analysis influences progression
- • Meeting bookings advance stages
- • Follow-up actions update status
Pro Tips
Customize Cards
Go to contact settings to customize the fields that appear on the kanban boards. You can add custom fields as well.
Stage Metrics
Monitor how long contacts stay in each stage to identify process improvements and optimize your workflow.
Start Visualizing Your Workflow
Create your first kanban board and see your business process come to life.