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Views & Layouts

Votel offers two viewing modes for managing leads: Pipeline View and Table View, allowing teams to switch between visual and data-focused perspectives seamlessly.

Pipeline View​

  • The Pipeline View provides a Kanban-style layout, showing leads as cards under different stages such as Review, To Do, In Progress, and Done.
  • This view helps you visually track where each lead currently stands in your process.
  • You can drag and drop lead cards between stages to instantly update their progress.
  • Perfect for teams that manage deals, follow-ups, or sales activities and need a quick at-a-glance overview of ongoing opportunities.

Pipeline View

Table View​

  • The Table View presents your leads in a spreadsheet-style layout, where each row is a lead and each column represents a specific attribute (e.g., Name, Email, Company, Tags, etc.).

  • It's ideal for users who prefer data-heavy management, filtering, and mass editing.

  • You can customize visible columns, sort or group data, and export leads for reporting or further analysis.

Table View

💡 You can switch between both views anytime, depending on your workflow preference.

Create Your Own Views​

Click "+ Create New" at the top to design your own custom List View. You can select specific filters, groupings, or columns to create a personalized workspace, such as "High-Priority Leads" or "Unassigned Contacts." Once saved, these views can be quickly accessed by all team members, ensuring everyone works with consistent, relevant data.

Managing Lists View​

Once you've created your list, you can make it according to your business needs. You can:

  • Customize card fields to show only relevant lead information.
  • Group leads into columns like New, Contacted, Won, Lost, etc.
  • Assign team members to specific leads for collaboration.