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Leads & pipeline · 3 min read

Kanban vs table view

Kanban is best for daily standups — you see the shape of the pipeline. Table view is better for weekly reviews, filtering and bulk operations.

Switching

Toggle between views from the top-right of the Leads screen. Filters, saved views and search work in both.

Bulk actions

In table view, select rows to bulk-assign, tag or move to a stage. Kanban supports drag-and-drop for single-row stage changes.