Organize Leads in a Kanban view

You can use the Kanban view to display a board that organizes all leads by their current stage.

  1. Click Leads.
  2. At the Last Stage Analysis - Trailing 90 Days section, click Kanban View of Leads using Last Stage.

    3. The Kanban view.

    By default, the Kanban view displays active leads.

  3. Optional: To view inactive leads, select InActive.