Ixonn Group

User Guides

Using Leads Kan Ban

Table of Contents

There are 2 options for viewing leads: kanban and table. The kanban options is simple, you can drag and drop leads in a specific status only with one click.

  • To adjust the limit of the kanban leads per status you can go to Setup -> Settings -> Leads -> Limit leads kanban rows per status.
  • To adjust the default kanban sorting when you access this view you can go to Setup -> Settings -> Leads -> Default leads kanban sort.

kan-ban

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