Leads & pipeline · 3 min read
Kanban vs table view
Kanban is best for daily standups — you see the shape of the pipeline. Table view is better for weekly reviews, filtering and bulk operations.
Switching
Toggle between views from the top-right of the Leads screen. Filters, saved views and search work in both.
Bulk actions
In table view, select rows to bulk-assign, tag or move to a stage. Kanban supports drag-and-drop for single-row stage changes.
