Manage leads using Kanban view

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • 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

    1. In the CSM Configurable Workspace, select the List view.
    2. Navigate to Leads > All.
    3. 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 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.