Using the Kanban Leads Board in LeadTruffle

Two Ways to View & Manage Lead

LeadTruffle now supports both a traditional table and a visual Kanban board for lead management.

Table View (Classic)

• Filter by source or assigned user
• Add custom columns
• Export or search leads anytime

Kanban Board (New!)

• Each column = a stage in your sales cycle
• Each card = a lead
• Drag cards between stages (e.g., New → Quoted → Won)
• Visualize where every lead stands at a glance

Customize Your Pipeline

• Add your own lead stages (e.g., “Quote Pending”)
• Edit, rename, or hide stages that don’t fit your workflow
• Add internal notes to explain each stage to your team

Archive & Hide Leads

• Mark leads as “hidden” to remove them from the board
• Use the toggle to show/hide archived leads any time

Compact View Option

• Collapse the board for a bird’s-eye view of your pipeline
• Expand to dive into lead details when needed

Need help? Contact us at [email protected] or message the team via the Intercom chat on this article or in-app.

Updated on: 02/04/2026