CRM & Clients4 min read
Working with the Visual Kanban Pipeline and Deal Stages
Move leads across commercial stages from New Lead to Closed Won using the interactive drag-and-drop Kanban board.
The Seven Commercial Pipeline Stages
Open Company > Kanban (`/companies/:company_id/kanban`) to visualize your entire sales and rental funnel. Clients are organized across seven standard stages:
1. New Lead 2. Contacted 3. Viewing Scheduled 4. Offer Made 5. Under Contract 6. Closed Won 7. Closed Lost
- Drag and drop client cards between columns (`/clients/:id/move` and `/change_status`).
- Prioritize cards vertically within any column using position ordering.
- Filter the board by assigned agent, priority level, or client type.
Keeping Your Team Aligned Daily
Moving a card on the Kanban board immediately updates the client’s status and logs the transition in the agency activity feed.
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