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# How to use the Contacts Board and Table view in LeadTruffle

📝 *Navigate the contacts table and board, create new leads, filter contacts, customize card layouts, and manage your contact statuses.*

---

## Table of contents

* [Overview](#2-overview)
* [Table view](#2-table-view)
* [Board view](#2-board-view)
* [Configuring board cards](#2-configuring-board-cards)
* [Creating a new lead](#2-creating-a-new-lead)
* [Managing contact statuses](#2-managing-contact-statuses)

---

## Overview

${frame}[](https://www.loom.com/embed/2bf9f95788a44e3c9a9a33b6961561f2)

The Contacts tab gives you two ways to view and manage all your contacts: a **table view** for a spreadsheet-style overview, and a **board view** for a visual, drag-and-drop pipeline. Both views share the same filters and status settings.

|| Not sure what a contact is vs. an inquiry? See [Understanding contacts and inquiries in LeadTruffle](https://help.leadtruffle.co/en/article/understanding-contacts-and-inquiries-in-leadtruffle-sbyomz/).

---

## Table view

The table view gives you a top-down look at all your contacts in one place. Each row shows:

* Name
* Phone number
* Email address
* Source (where the contact came from — Yelp, Google LSA, etc.)
* Channels (how you're communicating with them)
* Status
![](https://storage.crisp.chat/users/helpdesk/website/-/d/c/4/1/dc41d3f6726e4000/image_1t3blgy.png =900x398)


From any row you can open contact details, jump directly to the inbox, or take additional actions.

### Filtering

Use the filters at the top to narrow your view by source, status, communication channel, or date range. For example, filter to just your Yelp contacts, or show only leads with a specific status.

### Customizing columns

You can change which columns are visible and set a default column — for example, if you always want to see who a contact is assigned to when you load the table, set that as your default.

### Collapsing the sidebar

Hit the sidebar toggle to collapse the left nav and give yourself more horizontal room in the table.

---

## Board view

The board view shows each contact as a card in a status column — similar to a Kanban board. It's designed for workflow: you can drag contacts from one column to the next to update their status as they move through your pipeline.

Columns match your contact statuses (New, Contacted, Quoted, Won, Lost, Nurturing, and any custom statuses you've set up).

The same filters available in table view work here too.

![](https://storage.crisp.chat/users/helpdesk/website/-/d/c/4/1/dc41d3f6726e4000/image_xnrxkt.png =900x467)


### Setting your default view

If you prefer one view over the other, click the **gear icon** in the top left and set either table view or board view as your default. LeadTruffle will open to that view every time you click Contacts in the sidebar.

![](https://storage.crisp.chat/users/helpdesk/website/-/d/c/4/1/dc41d3f6726e4000/image_ntfdb3.png =750x430)

---

## Configuring board cards

You can control exactly what information appears on each card in the board view. Click the **gear icon** and look for board configuration options. You can show or hide:

* AI data collection status
* Notes count
* Lead source
* Contact info
* Human takeover indicator
* And more

![](https://storage.crisp.chat/users/helpdesk/website/-/d/c/4/1/dc41d3f6726e4000/image_uyc3od.png =750x501)


**Compact view** is also available — it strips cards down to just name, phone number, and source for a cleaner, higher-density view.

To show or hide archived contacts on the board, toggle the **Show archived contacts** option. Archived contacts are hidden by default.

---

## Creating a new lead

Sometimes a lead comes in outside your connected sources — a phone call, a walk-in, or a referral. You can add these manually from the Contacts tab.

1. Click **Actions** in the top right, then select **Create new lead**.
2. Choose how you want to handle the first message (see options below).
3. Enter the lead's details — first name, last name, phone number, and an optional email.
4. Confirm SMS consent by checking the consent box.
5. Click **Create & Start Texting**.

![](https://storage.crisp.chat/users/helpdesk/website/-/d/c/4/1/dc41d3f6726e4000/image_1jtjjhn.png)

### Choosing the initial text

You now control whether a text goes out when the lead is created — and what it says. Pick one of three options:

* **AI automates this** *(default)* — the AI sends the first message and handles replies automatically, based on your account settings.
* **Manually set initial message** — write the first text yourself. LeadTruffle adds your company name and opt-out instructions automatically, so you don't need to include them. You can preview the final message before it sends, up to 1,000 characters.
* **No initial text** — add the lead to your pipeline without sending anything. Nothing goes out until you or the AI reaches out later.

![](https://storage.crisp.chat/users/helpdesk/website/-/d/c/4/1/dc41d3f6726e4000/image_1kdraza.png)

When you pick **Manually set initial message**, a message box appears with a live preview of the final text — including the company name prefix and opt-out line LeadTruffle appends for you.

![](https://storage.crisp.chat/users/helpdesk/website/-/d/c/4/1/dc41d3f6726e4000/image_1pdih95.png)

||| If you choose an option that sends a text, the message goes out the moment you submit. Only send to contacts who have already given written SMS consent — you'll need to check the consent box to confirm before LeadTruffle will send.

---

## Managing contact statuses

You can create, edit, rename, recolor, and archive your contact statuses from either view.

To get there: go to **Actions → Edit contact statuses**, or navigate directly to app.leadtruffle.com/contact/statuses 

![](https://storage.crisp.chat/users/helpdesk/website/-/d/c/4/1/dc41d3f6726e4000/image_1xejh20.png =750x369)

### Status categories

Every status belongs to one of three categories:

* **Active** — contacts you're still working; you haven't won or lost them yet
* **Won** — you got the job, booked the appointment, they're on the calendar
* **Lost** — didn't get the job; wrong fit, went quiet, etc.

![](https://storage.crisp.chat/users/helpdesk/website/-/d/c/4/1/dc41d3f6726e4000/image_17uaaz2.png =750x723)

### Editing statuses

You can rename any status, change its color, and update its description. The only status you cannot change is **New** — every contact enters LeadTruffle as New by default, and that's hardcoded across the system.

### Archiving statuses

If you no longer want to use a status, archive it. Archiving hides it going forward but won't remove it from contacts already assigned to it — those contacts keep their current status.

The **contacts assigned** label on each status tells you at a glance whether any contacts are currently using it. If it shows zero, the status is safe to archive without affecting anything.

| Any status changes you make apply across all of LeadTruffle — the board, the table, the inbox dropdown, and contact detail panels all reflect your updated statuses.

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Need help? Contact us at support@leadtruffle.com or message the team via the chat on this article or in-app.