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Sage Construction Management Ideas Portal
Status Planned
Created by Colton Cooper
Created on Aug 16, 2024

Kanban view of all leads grouped by Current Stage.

It would be nice to be able to organize leads in a vertical Kanban view based on each leads' "Current Stage." This is a common organizational view on other CRM software that makes for a very efficient way to view all projects in different stages.

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  • Dan Skinner
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    Aug 21, 2024

    I think this is more directed to a screen view in Leads vs. a report.

  • Admin
    David Holler
    Reply
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    Aug 17, 2024

    Have you reviewed the Lead Analytics? We believe the format we use, takes Kanban view to an entirely new level. You can drill down on any category or classification, filter by all or by your own custom classification lists, and the funnel reports help to visualize win rates and markets best suited for you company to bid on. There are a notable quantity of different views of these dashboard style analytics. We are certain you will find something you like. We are also open to add more if you can provide a mockup of what you would like to see. Here are a few screen shots to help you find these Dashboards as well as some of the settings available.