How do leads move through configurable pipeline stages by drag-and-drop?
Leads move through configurable pipeline stages by drag-and-drop on the Kanban board — an operator drags a card from, say, "New" to "Qualified" to "Proposal" to "Won." The stages themselves are configurable (named and ordered to match the business's sales process, with won/lost markers). Dragging a lead between stages updates its position and logs the change, so the pipeline is both a…
Leads move through configurable pipeline stages by drag-and-drop on the Kanban board — an operator drags a card from, say, "New" to "Qualified" to "Proposal" to "Won." The stages themselves are configurable (named and ordered to match the business's sales process, with won/lost markers). Dragging a lead between stages updates its position and logs the change, so the pipeline is both a visual worklist and a record of how deals progress.