Prospect KANBAN Board

The Kanban View in the Prospect Module is a visual way to manage and track your prospect leads. It shows the same prospects you see in the regular list view, but displayed as cards grouped under different follow-up status columns.

🔲 How to Open Kanban View

1. Log in to DAAI Business Suite.
2. Go to the Prospect Module from the sidebar.
3. On the top right, near the Add button, you will see a Kanban icon button (three vertical column bars) — this is the Kanban View toggle.
4. Click it to open the Kanban interface.

📊 What You’ll See in Kanban View

• Prospects are shown as cards inside status columns.
• Each prospect appears in the column based on its current follow-up status.
• Each column represents a specific Follow-Up Status:
  • Pending
  • No Response
  • Contacted
  • Qualifying
• Each column header has its own brand color (e.g., Pending in orange, Contacted in gold) so you can tell them apart at a glance.
• Each card carries a tag for the prospect’s type — Hot, Warm, Cold, or DND — so you can spot priority cards quickly.

Prospects with Follow-up Status set to Not Interested, Client Not a Fit, or No Budget, or with Prospect Type set to Cold or DND, are automatically hidden from the Kanban so the board stays focused on active work.

🖱️ How to Use It (Drag & Drop)

• Drag & Drop:
  • Want to update a prospect’s follow-up status? Just drag the card from one column and drop it into another.
  • The system will automatically update the follow-up status for that prospect based on the column you dropped it in. Example: drop a card from Pending into No Response, and its follow-up status changes to No Response instantly.
• 👁️ VIEW Button
  • You will see a VIEW button next to each prospect on the card.
  • When you click this button, it opens that prospect’s full details.
  • You can see all the information entered for that prospect — name, contact, company info, follow-up history, qualification checkboxes, etc.
• ✅ Follow-Up Button (green)
  • Each card also has a green Follow-Up button.
  • When you click on it, it takes you directly to the follow-up form for that specific prospect.
  • On this form, you can update follow-up related details such as:
    • Follow-Up Status (Pending, Contacted, No Response, etc.)
    • Prospect Type (Hot, Warm, Cold, DND)
    • Next Follow-Up Date
    • Qualification Criteria (tick if the client matches your service need, you can serve them, and they have budget)

This makes it super quick to view or update a prospect without opening too many screens. Just click and manage your follow-ups directly.

🎯 Per-Column Urgency Filter

Each column header has an urgency filter you can apply to focus the column on what’s due:

• Delayed — follow-up date has already passed.
• Today — due today.
• Upcoming — due in the next few days.
• Future — scheduled further out.
• Stalled — no follow-up date set or no recent activity.

📌 Why Use Kanban View?

• It gives a clear picture of where each prospect stands.
• Helps in prioritizing leads and knowing what action is needed next.
• You can quickly move leads through stages without opening each record.
• Easier for sales teams to manage follow-ups and avoid missing any leads.

✅ How Prospects Are Organized

With this drag-and-drop Kanban view, managing your prospects becomes much faster, simpler, and more visual — no need to open every prospect individually. Tip: use Kanban for daily stand-ups, and switch to Grid for bulk updates or reports.