How to use the Kanban CRM
Organize conversations by sales stage using drag and drop
Related lesson
Kanban CRM with AI on WhatsApp
Organize sales opportunities in Kanban CRM.
Kanban CRM organizes contacts in columns representing sales funnel stages. Drag cards between columns as each contact progresses through your sales process.
How to use Kanban
Open Tools > Kanban in the sidebar
Kanban shows your columns, such as Inbox, New and Prospecting, with contact cards in each. Inbox contains unclassified contacts and is your starting point.
✓ The board displays all columns and contact cards.
Create stages (columns) with + New stage
Customize stages for your sales process: New lead, Qualified, Proposal sent, Negotiating, Closed/Won and Lost. Use names that make sense for your business.
✓ The new column appears on the board.
Drag cards between columns as each contact progresses
Click and hold a card, then drag it to the desired column. Its stage updates automatically. Click a card to view the contact's conversation history.
✓ The card moves to the new stage. Column counts update automatically.
Click a card to view details and open the conversation
A card shows the last message, contact date, tags and a button to open the full conversation. It is integrated with Conversations, so you can work directly from Kanban.
✓ The details panel opens beside the board, or you are taken to the conversation.
Tip: Review Kanban daily: check Inbox each morning and classify new contacts. Uncategorized contacts are easy to overlook. Move contacts that have advanced before starting your day.
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