The Kanban pipeline: stages and drag-drop

How stages work, what each default stage means, and how to archive leads without losing them.

Last updated May 27, 2026

TL;DR. Your Find dashboard is a Kanban board with columns per stage. Drag a lead between columns to move it; click a lead to open its detail panel. Archived leads stay searchable but disappear from the board.

When to use this

Daily lead-management workflow. Each morning you'd typically open /find, scan New, move qualified leads forward, dismiss the ones that aren't worth pursuing.

The default stages

Out of the box you get five stages, left-to-right:

  • New — Just saved. Hasn't been touched.
  • Researched — You've read the enrichment panel and decided this is worth pursuing.
  • Reached out — You've sent the first message.
  • In conversation — They replied. Active back-and-forth.
  • Won / Lost — Closed (positive or negative).

You can rename or add stages from Settings → Pipeline if your workflow needs different ones (e.g. "Qualified", "Demo booked").

Working the board

  1. Open /find. The board renders all your leads in their current stages.
  2. Drag a lead card to move it between columns. The move is instant; no save button.
  3. Click a card to open the detail panel — full enrichment data, notes, conversation history (if Connect has been logging), and the "Refresh enrichment" button.
  4. Archive by right-clicking the card and choosing Archive. The lead stays searchable from the top-nav Ctrl-K palette but doesn't clutter the board.

Common questions

Can I bulk-move leads? Yes — hold Shift while clicking a second card to select a range, then drag to move them as a group.

What's the difference between "Lost" and "Archived"? Lost keeps the lead on the board as a permanent record of why they didn't convert (useful when you come back to them in a year). Archived hides it entirely. Choose Lost for the leads you actively closed out and Archive for the ones you saved by mistake or that turned out to not be real prospects.

Can I add notes per lead? Yes — open the detail panel and use the Notes field. Notes are searchable and visible to anyone else on your Team plan workspace.

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