Leads Board

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

Accessing Leads

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 the Leads Board Works

• 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 will load 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 (Contact Preview)

Each card shows a compact view of a contact:

• Avatar & 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 & Phone (configurable):
  • Show/hide depending on your display settings.
• Labels:
  • Colored dots summarizing labels applied through conversation sessions.
• Custom Fields (optional):
  • Up to a couple of key custom/contact or conversation fields for quick context.

Clicking a card opens the Contact Details drawer so you can see full details and take action.

Customizing What You See

Use the Display Options menu in the header:

• Turn on/off:
  • Show Email
  • Show Phone
  • Show Custom Fields
  • Show Last Interaction
  • Show Labels

These settings are remembered 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 for you.

Adding More Columns

• Use the Add Column / Add Segment button or placeholder card at the end of the board.
• A new empty column will appear 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.
• From there you can:
  • See full profile information and recent conversations.
  • Review labels and custom fields.
  • Navigate to the related session (if one exists).