Guides > Views & Customisation > Kanban View
What you'll learn
This guide explains how to use Kanban View to see your customers organised into visual columns based on their status or stage in your sales process.
What is Kanban View?
Kanban View displays your customers as cards arranged in vertical columns. Each column represents a stage, making it easy to see where every customer is in your workflow.
Examples of what you’ll see:
- Customers & Activities — Hot, Warm, Cold, Sold, Lost
- Appointments & Follow-ups — Today, Tomorrow, Later, Older
Best for:
- Visual pipeline management
- Drag-and-drop workflow
- Understanding customer progress at a glance
- Updating customer status quickly
Pro Tip: Kanban View works on both mobile and desktop, but desktop gives you a clearer overview of all columns in one screen.
Accessing Kanban View
Important: This is only available via Mobile Browser, not the app. Avoid Table View on mobile unless absolutely necessary.
📱 Mobile Browser (iOS & Android)
Step 1: Open OneLead and go to your Dashboard
Step 2: Open the view switcher (icons or dropdown)
Step 3: Tap Kanban View
Step 4: Swipe left and right to move between columns
💻 Web/Desktop App
Step 1: Log into OneLead on desktop
Step 2: Go to your Dashboard or Customers
Step 3: Select Kanban View in the view switcher
All columns will appear side-by-side.
Understanding Kanban Columns
Your Kanban board is divided into columns representing stages in your workflow. Common examples include:
- Hot — Customers who are ready to buy or need immediate follow-up.
- Warm — Customers who are interested but not urgent.
- Cold — Customers with low intent or older leads who haven't responded yet.
- Sold — Successful conversions
- Lost — Unconverted customers
Important: Your dealership may use different names for each stage. Ask your manager if you're unsure what a specific column means.
Working with Kanban Cards
Each customer appears as a card with essential details.
What’s on a Kanban Card?
- Customer name
- Status indicator
- Consultant
- Department
Moving Customers Between Columns
📱 Mobile Browser
Step 1: Press and hold a card
Step 2: Drag it left or right
Step 3: Drop it into the correct column
Step 4: Status updates automatically
Pro Tip: If you move a customer by mistake, just drag them back. Changes are instant and reversible.
💻 Web/Desktop App
Step 1: Click and hold a card
Step 2: Drag it to the new column
Step 3: Release the card
The updated status saves immediately.
Opening Customer Records
📱 Mobile App
Step 1: Tap the customer card
Step 2: The full customer record opens
Step 3: Tap back to return to the previous view
💻 Web/Desktop App
Step 1: Click a customer card
Step 2: Their record opens in a side panel
Step 3: Close panel to return to the previous view
Searching in Kanban View
📱 Mobile Browser
Step 1: Tap the search icon
Step 2: Type a name, email, or phone
Step 3: Non-matching cards fade out
💻 Web/Desktop App
Step 1: Use the search bar above Kanban
Step 2: Type your search term
Step 3: Results update instantly
Adding Customers in Kanban View
📱 Mobile Browser
Step 1: Tap the + button
Step 2: Enter customer details
Step 3: Choose their starting column
Step 4: Tap Create Customer
💻 Web/Desktop App
Step 1: Click + Create Customer
Step 2: Fill out customer details
Step 3: Select starting status
Step 4: Click Create Customer
Kanban View Best Practices
Do’s
- ✔️ Move cards immediately after a customer interaction
- ✔️ Review your board at the start and end of each day
- ✔️ Keep notes updated as you move cards
- ✔️ Use Kanban for quick pipeline checks on mobile
Don’ts
- ✖️ Don’t leave cards in the wrong stage
- ✖️ Don’t let customers sit in “New” or “Cold” without review
- ✖️ Don’t create duplicate cards
- ✖️ Don’t forget to add context before moving a card
Kanban vs Table View
Feature | Kanban View | Table View |
Best device | Mobile & Desktop | Desktop |
Best for | Visual pipeline | Detailed data review |
Drag & drop | ✅ Yes | ❌ No |
Columns | Scroll on mobile, side-by-side on desktop | All visible |
Quick updates | Very easy | Moderate |