Kanban and List operate on the same CRM records. The board loads your 2000 most recently updated leads — past that, older ones stop appearing here (they still exist and are reachable from Inbox).
Pipeline — 7 native columns, plus your own
New, Qualifying, Qualified, Scheduled, WON, LOST, and No qualifies. The last two look similar but mean different things:
- LOST — a meeting actually happened and it didn't close. Only reached by dragging a card here yourself (or via the post-meeting outcome flow); moving a card to LOST always asks for a reason and won't move it without one.
- No qualifies — the AI decided a lead doesn't fit before any meeting was ever booked. This is where the agent itself sends a disqualified lead automatically, and it also stops the AI from replying to that conversation further. Dragging a card here manually doesn't ask for anything — no reason is required, since there's no outcome to record.
- WON asks for the closed amount in USD before completing the move.
Create stage adds organization-specific columns beyond these 7 native ones.
Search and tools
- The search box filters the already-loaded board only — name, username, email, phone, or any AI-extracted qualification field. If a lead isn't in the loaded 2000, this search won't find them; use Inbox's search for that (it queries the whole organization server-side).
- Import CSV or export leads.
- Assign a saved brain preset from a card.
- See channel, estimated value and update time.
- Click a card or list contact to open the exact Inbox conversation and profile.
Large columns render only the cards near your scroll position (virtualized), so a column with hundreds of leads stays smooth without compressing cards.