Leads Board

The Leads view turns your segments into a Kanban-style board so you can visually track contacts as leads across different segments.

Opening the Leads board

1. Go to Contacts in the left sidebar.
2. Click Leads.

You'll see a horizontal board with columns. Each column shows contacts that belong to a selected segment.

How columns and cards work

• Each column is linked to a segment.
• Each card represents a single contact.
• The board can:
  • Auto-refresh in Live mode.
  • Display key details such as email, phone, labels, last interaction, and custom fields.
  • Play a subtle chime in live mode when new leads appear (based on recent activity).

Setting up columns

• By default, the board starts with at least one empty column.
• For each column:
  • Click the segment selector in the column header.
  • Choose a segment (for example: "New Leads", "Warm Leads", "Hot Leads").
  • The column loads contacts that match that segment.
• You can:
  • Add up to a limited number of columns (e.g. 5).
  • Remove a column (if more than one exists) using the X button on the header.
  • See the total count of leads in that column as a small badge.

Live mode

• Use the Live toggle at the top of the page:
  • When on, each column auto-refreshes periodically and may play a short sound when new matching leads appear.
  • When off, the board stays static until you refresh or change filters.

Lead cards

Each card shows a compact view of a contact:

• Avatar and name:
  • Displays the contact name and avatar (from the most recent conversation profile, when available).
• Last interaction (optional):
  • Shows relative time since the last message.
  • Hover to see the exact timestamp.
• Email and phone (configurable):
  • Show or hide depending on your display settings.
• Labels:
  • Colored dots summarizing labels applied through conversation sessions.
• Custom fields (optional):
  • Up to a couple of key contact or conversation fields for quick context.

Click a card to open the Contact Details drawer and take action.

Customizing the display

Use the Display Options menu in the header to toggle:

• Show Email
• Show Phone
• Show Custom Fields
• Show Last Interaction
• Show Labels

Cloodot remembers these settings per user, so your board stays the way you like it.

Reordering columns

You can drag and drop columns to rearrange your pipeline:

• Grab the drag handle (icon) in the column header.
• Drag the column left or right to a new position.
• Release to drop it in place — the new order is saved.

Adding more columns

• Click Add Column / Add Segment or the placeholder card at the end of the board.
• A new empty column appears where you can choose another segment.
• This is useful for building a simple pipeline such as:
  • Column 1: New Leads
  • Column 2: Contacted
  • Column 3: Qualified
  • Column 4: Won

Viewing contact details

Click any lead card to open the Contact Details drawer, where you can:

• See full profile information and recent conversations.
• Review labels and custom fields.
• Navigate to the related session (if one exists).