The Kanban Board
Your contacts flowing through the pipeline — visually
Before You Begin
- A customer journey pipeline must be built
- At least some contacts in your CRM
The Kanban board is where you see your pipeline in action. Contacts appear as cards organized into columns — one column per stage, grouped by phase. It gives you an instant visual read on where every contact is in their journey.
Access it from Sales > My Boards.
Steps
Open the Kanban board
Navigate to Sales > My Boards. If you have a pipeline configured, the board loads with your default pipeline. If no pipeline exists, you are redirected to the customer journey setup.
The board shows columns for each stage, organized left to right across the four phases. Phase colors match the FIND (yellow), WIN (green), KEEP (blue), and GROW (pink) color scheme.
Read the board
Each contact appears as a card in their current stage column. The card shows the contact’s name and key details. The column header shows the stage name and the count of contacts in that stage.
The left-to-right flow represents the customer journey: contacts typically enter on the left (FIND stages) and progress rightward through WIN, KEEP, and GROW. But contacts can move in any direction — a churned customer can re-enter the pipeline if they re-engage.
Move contacts manually
Drag a contact card from one column to another to change their pipeline stage. This triggers any stage entry/exit actions configured for the source and destination stages.
Manual moves are useful when you have context that the system does not — for example, after a phone conversation where the contact confirmed they want a proposal.
Watch automated movements
Most stage transitions happen automatically. When a contact books a meeting, SI detects the signal and moves them from MQL to SQL. When a proposal is viewed and accepted, the system moves them to Onboarding. When engagement scores decline, contacts move to At Risk.
These automated movements appear on the board in real time. Refresh the board to see the latest state. Each automated movement triggers the same stage actions that a manual drag-and-drop would.
Result
The Kanban board gives you a live, visual representation of your entire customer pipeline. Use it for quick status checks, manual interventions when needed, and as a shared view for team alignment. The board reflects both human decisions (drag-and-drop) and AI decisions (SI-driven movements) in the same view.
