Table view or Kanban view for your campaign

Table & Kanban view

The table and Kanban views keep every lead in a campaign in view. 👀 Check status, contact details and plenty more, and organise your leads without fuss. 😊

You can of course configure how the table or Kanban view looks. We have an article explaining how.

The table view lays your leads out in a clean table. Sort and filter them by whatever you need, name or status for example. 👌

👉 Use checkboxes and bulk actions to work on several leads at once. There’s more in [Checkboxes & bulk actions].

The Kanban view gives you a visual board where leads move between statuses by drag and drop. 🎯 Handy when you want to work through leads intuitively.

👉 Want to tailor your view? Learn how to create and manage filters so you only see the leads that matter to you. More in [Creating & managing filters].

Click a lead and you land in the lead view. 📋 That’s where you edit every detail, add notes and read the communication history. More in [Lead view].
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If you need a hand or have questions, get in touch in our chat support!