Lead board
Kanban and table views to work leads, with their record, filters and statuses.
The Leads screen shows all your leads as a kanban or a table, with filters by status, source, category and triager.
| Status | Means |
|---|---|
| New | Just came in. |
| To call | Waiting for first contact. |
| Called | Already spoken to. |
| Booked | Has a call booked. |
| Sale | Has bought. |
| Disqualified | Doesn't fit; not routed. |
Each lead opens in a side panel with its status, calls, follow-up, notes and triager. Changes save by themselves, even offline: they stay in the browser and sync when you're back.
- Search finds leads by name, email, phone or business.
- Export CSV downloads the view with its filters.