Organize leads in a Kanban view

You can use the Kanban view to display a board that organizes all leads by their current stage.

1. Go to Leads.
2. In the Last Stage Analysis - Trailing 90 Days section, select Kanban View of Leads using Last Stage.



By default, the Kanban view displays active leads. The columns on the board are ordered based on the order of the Lead Stages in Settings > Feature Settings > Lead / Project.

3. Optionally, use the Search field to filter the leads.
4. Optionally, to view inactive leads, select InActive.