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How to Use Kanban View for Follow-Up

(Use this article when you want a visual, drag-and-drop workflow for managing follow-up progress.)

🗂 What is Kanban View?

  • Kanban View displays follow-ups as cards, grouped inside status columns. It’s the best choice for quick updates and visual tracking.
  • To enable Kanban view: go to Followups. On the top-right of the page, you’ll see the view toggle. Click the Kanban icon (three vertical columns). If you are currently in Grid View, the screen switches to Kanban view instantly.

Grid / Kanban toggle

📍 When to Use Kanban View

  • See follow-ups visually.
  • Move leads quickly between statuses.
  • Update Follow-Up Status using drag-and-drop.
  • Prioritize HOT / WARM / COLD leads visually.
  • Handle daily follow-up workflow.

📌 Kanban Columns (Follow-Up Statuses)

The Followups Kanban has exactly four columns, one per active follow-up status:

  • Pending
  • No Response
  • Contacted
  • Qualifying
  • Every column contains only those leads (Prospects or Opportunities) that require a follow-up.
  • If a lead’s status is updated to Not Interested, Client Not a Fit, No Budget, the prospect’s type is set to Cold or DND, or the opportunity’s stage becomes Won / Closed Lost / Abandoned, that record will automatically stop appearing in the Follow-Up Module. There is no separate “Lost” column — disqualified records simply leave the board. To find them, open the parent module (Prospect or Opportunity) and filter by status.
  • The Pending column shows every Prospect or Opportunity where the Follow-Up Status is “Pending” and a follow-up date has been set.

📇 Card Details Shown

  • Whether it is a P = Prospect or O = Opportunity (only shown in Kanban view).
  • Client Name
  • Company Name
  • Phone & Email
  • Follow-Up Status
  • Prospect / Opportunity Status
  • Follow-up Date & Time
  • Status Tag (HOT / WARM / COLD) — the card’s accent colour matches this tag, so priority cards stand out at a glance.
  • View & Follow-Up buttons.

🎯 Per-Column Urgency Filter

Each Kanban column has an urgency-bucket filter so you can focus the column on what’s due:

  • Delayed — overdue.
  • Today — due today.
  • Upcoming — due in the next few days.
  • Future — scheduled further out.
  • Stalled — no recent activity.

🔁 Drag & Drop Function

To change follow-up status:

  1. Click and hold the card.
  2. Drag it to another column.
  3. Drop it there.
  4. The system automatically updates the Follow-Up Status.

Example: Move from Pending → No Response → Status becomes “No Response” instantly. No need to open the form.

📝 Updating Follow-Ups from Kanban View

  1. Clicking the Follow-Up button on a card opens the Follow-Up Form.
  2. Same form fields as Grid View:
    1. Follow-Up Status
    2. Prospect Type
    3. Next Follow-Up Date
    4. Some basic details
    5. Qualify Lead Options (Prospects only):
      1. Client Needs Our Service/Product
      2. We Can Serve the Client
      3. Client Has the Budget
  3. Click Save. If the prospect is qualified (all 3 boxes ticked), it gets converted to an Opportunity (see Convert Prospect → Opportunity) — the popup will ask for Estimated Cost and Project Description before completing the conversion.

💡 Tips for Kanban View

  • Use it for daily stand-up meetings.
  • Keep HOT leads at the top of each column.
  • Use drag & drop for fast status updates.
  • Use the follow-up form for detailed notes and to record qualification.

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