Lead board (Kanban)#

The Board is your pipeline as columns. Each column is a stage, each card is a lead, and dragging a card moves it — the same update as changing the stage on the Lead 360 view, just faster to do in bulk.

Who this is for#

• Sales agents — work one stage at a time: move yesterday's "contacted" leads to "qualified" as you talk to them.

• Managers — see at a glance how many leads and how much money sit in each stage.

• Difficulty: Easy

• Time: 5 minutes

• Prerequisites: At least one pipeline with stages exists (a default pipeline is created for you). See Sales process & stages.

Before you start#

• Columns come from a pipeline. Use the pipeline selector in the page header to switch between pipelines (for example Sales vs Support). Each pipeline has its own stages.
• The Unassigned column is special. It collects leads that have no stage yet (pipeline_stage_id is empty). It is pull-only: you can drag a card out of it into a stage, but you cannot drop a card into it. To pull a lead out, drag it to any stage column.

Steps#

1. Open the board#

1. Go to Leads → Board (/admin/kanban-board), or click Kanban from the All Leads header.

Expected result: your default pipeline renders as columns in stage order, each column showing its lead count and the total deal value it holds.

2. Move a lead between stages#

1. Grab a card and drag it onto a column.

Expected result: the card drops into the new column and the lead's stage is saved immediately (the CRM records the moment the stage was entered, which feeds response-time and stuck-deal reports). Column counts and values update.

3. Work a full column#

1. Drag the cards you have progressed through the day.

Expected result: the board becomes your stand-up view — "these 6 are qualified, these 3 need a quote".

4. See more than fits#

1. If a column has more than 50 cards, the board shows the first 50 and a +N more link at the bottom.

Expected result: click the link to open the filtered lead list for exactly that stage.

Expected result#

Money and leads visibly move from left to right (or through whatever stages you defined) as your team works — without anyone opening a form.

Common mistakes#

• Dropping a card into Unassigned fails — by design. Unassigned is a holding area for new, un-staged leads. Drop into a real stage instead.
• Wrong pipeline selected — a lead "missing" from the board usually lives in another pipeline. Switch pipelines with the selector.
• Expecting every lead on the board — each column renders at most 50 cards. Use the +N more link for the rest.
• Using stages as a to-do list — stages should reflect deal reality, not effort. Keep them clean with Sales process & stages.

Troubleshooting#

Technical details#

• Page: App\Filament\Pages\KanbanBoard (view resources/views/filament/pages/kanban-board.blade.php), slug /admin/kanban-board.
• Drag-and-drop uses SortableJS; dropping calls moveCard(leadId, stageId), which sets pipeline_stage_id and pipeline_id on the lead. stage_entered_at is stamped by App\Observers\LeadObserver.
• Per-column cap: constant LEADS_PER_STAGE_CAP = 50. The Unassigned column queries leads with pipeline_stage_id IS NULL.
• Stages come from App\Models\PipelineStage ordered by sort_order.

Related guides#

• Leads — the list view with full filters and exports.
• Sales process & stages — define pipelines, stages, won/lost rules.
• Lead 360 view — the detail screen behind every card.
• Reports — where leads get stuck, funnel and bottleneck reports.