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 leads 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 black button with three column bars — this is the Kanban View button.
4. Click it to open the Kanban interface.

📊 What You’ll See in Kanban View

• Leads are shown as cards inside status columns.
• Each lead appears in the column based on its current follow-up status.
• Each column represents a specific Follow-Up Status like:
  • Pending
  • No Response
  • Contacted
  • Qualifying

🖱️ How to Use It (Drag & Drop)

• Drag & Drop:
  • Want to update a lead’s follow-up status? Just drag the lead card from one column and drop it into another.
  • The system will automatically update the follow-up status for that lead based on the column you dropped it in. Example: If a lead is in the Pending column and you drop it into No Response, its follow-up status will be changed to No Response instantly.
• 👁️ VIEW Button
  • You will see a “VIEW” button next to each prospect in the list.
  • When you click this button, it will open that lead’s full details.
  • You can see all the information entered for that prospect — like name, contact, company info, follow-up history, qualification checkboxes, etc.
• ✅ Follow-Up Button (Green Button)
  • Next to each lead, there is also a green button called “Follow-Up”.
  • When you click on it, it will take you directly to the follow-up form of that specific lead.
  • On this form, you can update follow-up related details, such as:
    • Follow-Up Status (Pending, Contacted, No Response, etc.)
    • Prospect Status (Hot, Warm, Cold)
    • Next Follow-Up Date
    • Qualification Criteria (tick if the client matches your service need, budget, or fit)

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

📌 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 Leads are Organized

With this drag-and-drop Kanban view, managing your prospects becomes much faster, simpler, and more visual — no need to open every lead individually.