Kanban - Configuration

To make sure that your system is configured correctly with Kanban, your system administrator will need to setup all of the Lead Statuses, and ensure that there is a Kanban stage assigned to each of them.

To setup the Kanban stages correctly, click on Settings and go to the Lookups. From here you will see the full list of lookups in the system, one of which will be the Lead Statuses.

From here, administrators will be able to add new statuses, as well as edit existing statuses and assign these correctly to a particular Kanban Stage.

When a status has been assigned to a stage, this will show on the Kanban board when moving a Lead card from one column to another.

The settings page can also be accessed from the Kanban page by clicking on Settings to the top right hand side of the page.

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