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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 top right corner below Timesheet buton you can see toggle button. Click on KanBan view with 3 columns icon. It will show you KanBan view if you are in the Gridview.

📍 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)

  • Pending
  • No Response
  • Contacted
  • Qualifying
  • Lost
  • Every column contains only those leads (Prospects or Opportunities) that require a follow-up.
  • If a lead’s status is updated to Lost, Not Interested, or any other status where a follow-up is no longer required, that lead will automatically stop appearing in the Follow-Up Module.
  • 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 in KanBan view)
  • Client Name
  • Company Name
  • Phone & Email
  • Follow-Up Status
  • Prospect/Opportunity Status
  • Follow-up Date & Time
  • Status Tag (HOT / WARM / COLD)
  • View & Follow-Up button

🔁 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. System automatically updates 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 Follow-Up button opens the Follow-Up Form.
  2. Same form fields as Grid View:
    1. Follow-Up Status
    2. Prospect Status
    3. Next Follow-Up Date
    4. Some basic details
    6. Click Save (If prospect is qualified then converted to Opportunity (Ref – Convert Prospect → Opportunity)

💡 Tips for Kanban View

  • Use it for daily stand-up meetings
  • Keep HOT leads at top of each column
  • Use drag & drop for fast updates
  • Use follow-up form for detailed notes