A long contact list hides the shape of your pipeline. Change the layout and the shape shows: the Contacts page gives you a table for detail, cards for a lighter read, and a board that lays every lead out by status.
Walkthrough video to followAround forty-five seconds on screen, switching the Contacts page from Table to Card to Kanban, then dragging a lead from New to Working.
Three views of one list
The list opens as a Table, one row per contact, with columns for details such as phone number, email, status, role, budget, agent, source and AI Score. Switch to Card or Kanban whenever a different layout suits the job in front of you.
Move leads along on the board
In Kanban, each status gets a column of its own. Drag a contact into the next column and their status changes with it, so a lead moves from New to Working the moment you’ve qualified them.
Screenshot to followThe Contacts page in Kanban view, one column per status, with a contact card part-way across to the next column.
