The Customers page has a kanban view that groups customers by lead_status. It's where you triage leads through the workflow.
Open the kanban
- Customers in the left nav.
- Toggle the view to Kanban.
The five columns
Left to right, in workflow order:
| Column | What it means |
|---|---|
| Lead | Fresh inbound. Nobody's worked it yet. |
| Prospect | Someone qualified them and they're worth pursuing. |
| Quoted | They got an estimate. |
| Customer | Paying customer with at least one job. |
| Inactive | Dead lead or lapsed customer. |
Moving someone forward
Drag a card from one column to the next. The system enforces valid transitions:
- Lead → Prospect, Quoted, Customer, Inactive ✓
- Prospect → Quoted, Customer, Inactive ✓
- Quoted → Customer, Inactive ✓
- Customer → Inactive ✓
- Inactive → Lead, Prospect (re-engagement) ✓
You can't drag backward through the workflow (e.g. Customer → Lead). Run a Call blocks invalid transitions.
When you drop on Customer, the system stamps converted_at with the current timestamp.
Three lead actions on each card
Open a lead's card (or right-click) to find:
| Action | What it does |
|---|---|
| Schedule follow-up | Set the next follow-up date. Optional notes get prepended to lead_notes with a timestamp. A reminder fires at 8 AM on the scheduled date. |
| Log contact | Records that you reached out. Stamps last_contacted_at with now; prepends notes to lead_notes. Use this every time you call, text, or email. |
| Change status | Direct status flip without dragging. |
Tags + status
Status answers where are they in the funnel. Tags answer what kind of lead are they — VIP, Commercial, Warranty, Insurance. Use tags to slice the kanban without moving anyone between columns.
Filtering the kanban
Above the columns, filters scope by:
| Filter | How it works |
|---|---|
| Tags | Multi-select, match all / match any. |
| Date range | Created between X and Y. |
| Source | Free-text match. |
Daily workflow
The high-leverage one-pager for a salesperson:
- Check the Lead column. Anyone created in the last 24h gets first contact.
- Move Lead → Prospect after the first conversation.
- Use Schedule follow-up so the lead doesn't fall out of mind.
- Move to Quoted when the estimate goes out.
- Move to Customer when they say yes.