The customer kanban columns — Lead, Prospect, Quoted, Customer, Inactive — are fixed. You can't add new columns or rename them. But you can model your own sales process by layering tags on top.
Why columns are fixed
The five lead_status values are enum-locked in the codebase: lead | prospect | quoted | customer | inactive. They drive:
| System behavior | What status drives |
|---|---|
| Booking form | Defaults to Lead. |
| AI Receptionist routing | Status-aware. |
| Conversion timestamping | converted_at is set when status moves to Customer. |
| QuickBooks customer sync | Only Customer status syncs. |
Making columns customizable per-org would break those integrations. So instead, work with what's there.
Build your own funnel with tags
If you need a tighter funnel:
- "Hot lead" vs "cold lead" → tag the customer.
- "Quoted — waiting on decision" vs "Quoted — financing" → two tags within the Quoted column.
- "Annual renewal due" vs "Lapsed last month" → tags within Customer or Inactive.
The kanban supports filtering by tag, so you can show only "Hot leads in Prospect".
A worked example
Your shop has a 4-stage funnel: New, Qualifying, Estimate Sent, Won. Map it like this:
| Your stage | lead_status column | + tag |
|---|---|---|
| New | Lead | (none) |
| Qualifying | Prospect | (none) |
| Estimate Sent | Quoted | (none) |
| Won | Customer | (none) |
No tags needed because the built-in columns already cover it.
If your funnel has more steps within Quoted (e.g. Awaiting decision, Financing, Walked), add them as tags inside the Quoted column.
Filtering by combinations
The kanban filter bar can stack:
| Filter | Example |
|---|---|
| Tags | Hot AND Financing |
| Date range | Created in the last 14 days |
| Source | google-ads |
The result is a focused kanban showing just the leads you want.
What about renaming the columns?
You can't. The labels come from LEAD_STATUS_LABELS in code.