Sales → Pipeline (Kanban) shows every open lead as a card in the stage it currently sits in. It is the fastest way to move several deals in one sitting, and the clearest way to see where things are stuck.
Moving a lead
Drag a card into another column. The change saves immediately — there is no confirm step, because a board that asks "are you sure?" on every drag stops being faster than the list view.
Every move is recorded on the lead's timeline with who moved it and when, so an accidental drag is visible and reversible rather than silent.
Moving a card can do more than change a column. If you have mapped a stage to a conversion action, dragging a lead into that stage reports a conversion to Google Ads or Meta. That is the point of the feature, and it is worth knowing before you tidy up the board — dragging ten old leads into Won to clean things up would report ten conversions. See mapping conversion actions.
Reading the board
A column that is much taller than the ones around it is either a genuine bottleneck or a stage nobody remembers to move leads out of. The board cannot tell those apart, and they need opposite responses — one is a sales problem, the other is a process habit.
The quickest way to tell: look at how long the cards have been sitting there. A bottleneck contains recent leads that arrived faster than they can be worked. A forgotten stage contains old ones.
Filtering to one person
The assignee filter narrows the board to a single salesperson. For a manager this is the most useful thing on the screen — the whole-team board is usually too dense to read, and one person's board is a coaching conversation.
Board or list?
Use the board when you are moving deals: reviewing the week, running a pipeline meeting, clearing a stage.
Use the list when you are looking for something: searching, filtering by traffic quality, exporting, or working through leads nobody has contacted. The list has filters and inline call/WhatsApp actions that the board deliberately does not, because a board covered in controls stops being scannable.
Won and Lost columns
These grow forever unless your stages are set up to archive. That is normal and mostly harmless, but a board with two thousand cards in Won is slow and unreadable.
If yours has reached that point, the fix is not to delete leads — they are your revenue history and the basis of every conversion rate in the product. Filter the board by assignee or work from the list view instead.
If a lead is missing from the board
Three usual causes: it is assigned to someone else and you have a filter applied; it sits in a stage you have scrolled past horizontally; or it has been soft-deleted. The list view with filters cleared is the fastest way to confirm which.