Pipeline kanban — drag, drop, close
The Pipeline view (/pipeline in the sidebar) is your visual funnel. Every lead is a card sitting in one of the status columns.
Columns
New → Contacted → Qualified → Proposal → Client (plus a hidden Lost column you can toggle from the header).
Column headers show the count + total deposit value for cards in that stage.
Drag & drop
Grab any card and drop it in the target column — that fires the status change instantly, logs the activity, and if you dropped it into Client the drawer prompts you for the deposit amount.
Colour codes
Each card has a coloured left-edge:
- 🟢 Green — SLA healthy (next action >4h away).
- 🟡 Amber — SLA due within 4h — call soon.
- 🔴 Red — SLA breached — call right now.
- ⚫ Grey — Snoozed / paused.
Filters
Top-bar filters let managers focus on: single agent, single campaign, single country, single date range. Sales agents see only their own cards by default.
Card contents
- Lead name (bold)
- Phone + email icons — clickable for one-tap contact
- Country flag + language tag
- Health score bar (0-100)
- Time since last activity
Keyboard shortcuts
/— focus the search boxj / k— cycle to next / previous cardenter— open the card draweresc— close drawer
The task system is your memory. Schedule callbacks, meetings, document sends, and get email + in-app reminders 15 minutes before each one.
Everything you can do from the Leads screen — the quick-actions row, keyboard shortcuts, bulk operations, and how to move a lead through the funnel.