Kanban pipelines and lead statuses

Overview

Move leads through a configurable sales process.

Prerequisites and access

Use an active account whose role and plan include this feature. Options not allowed by the role or plan are not displayed.

Steps

1. Choose the correct pipeline and open Kanban view.
2. Drag a lead to the next valid stage.
3. Use Lead Statuses and Pipelines in Administration to adjust the workflow if authorized.

Expected result

The change is stored in the active workshop and becomes visible only to authorized users.

Edge cases

• Confirm the active workshop before changing data.
• Do not create duplicates when the record already exists.
• Features can be hidden when the plan, configuration, or permissions do not enable them.

Troubleshooting

Refresh the page, clear filters, verify role and plan access, then contact a superadmin with the time, workshop, and exact error message.