Using Kanban View

Overview

Kanban View in Axesin CRM provides a visual, drag-and-drop interface to manage leads across different sales stages. Instead of a list format, leads are organized into columns representing their current status in the pipeline.

It helps sales teams track progress, update statuses quickly, and monitor pipeline health in real time.

How to Access Kanban View

1. Navigate to Leads

2. Click the Kanban icon near the “New Lead” button

3. The system switches to board view

You can sort leads by:

• Date Created

• Kanban Order

• Last Contact

Understanding the Kanban Columns

Each column represents a Lead Status, such as:

• New

• Contacted

• Follow-up Required

• Qualified

• Negotiation

• Won / Lost

Each column header displays:

• Status name

• Total lead value

• Number of leads in that stage

Moving Leads Between Stages

To update a lead’s status:

1. Click and hold the lead card

2. Drag it to the desired column

3. Release to update

The system automatically updates the lead status and logs the activity.

Business Benefits

• Clear visual sales pipeline

• Quick status updates

• Easy identification of stuck leads

• Improved follow-up discipline

• Better revenue forecasting (if lead values are assigned)

Kanban View is ideal for daily sales tracking and weekly pipeline review meetings.

When to Use Kanban

Use Kanban View for:

• Managing active sales pipelines

• Conducting sales meetings

• Monitoring conversion flow

For bulk filtering or exports, use List View instead.