Manage leads using Kanban view
Personalize and manage the leads information that is most relevant to you and your stakeholders using the Kanban view.
Before you begin
Role required: sales_agent
Procedure
- In the CSM Configurable Workspace, select the List
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view.
view.
Navigate to Leads > All.
Select the View Kanban button.
By default, the leads are grouped by different stages and displayed on the page.
- To change a lead stage, drag the lead card from one state and drop it into another state.
- To view the leads by different categories, such as industry, source, and reason, select Group by: drop-down menu on the page.
- You can take various actions for your leads, such as creating a lead task, assigning a lead, and composing an email by selecting the three vertical dots
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either on a lead card or vertical leads stage header.
either on a lead card or vertical leads stage header.
- To create a new lead directly from this page, select **New** button. To learn more, see [Create a lead](create-new-lead.md).
Parent Topic:Using Lead Management
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