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Drag & Drop Management

The Pipeline view allows drag-and-drop functionality, enabling you to move leads between stages instantly. This simple action automatically updates the lead's workflow stage and keeps your pipeline current and organized.

Drag and Drop

How It Works​

  1. Open your list in Pipeline View
  2. Click and hold on any lead card
  3. Drag the card to a different column/stage
  4. Release to drop it in the new stage
  5. The lead's status is automatically updated

This intuitive interface makes it easy to manage your sales pipeline visually and update lead statuses with minimal effort.