topic Re: Visual Pipeline for Leads in Tips, Tricks & Best Practices

Visual Pipeline for Leads

ASobusiak — Wed, 11 Jun 2025 12:20:32 GMT

Hi HubSpot Community,

I’m wondering if there’s a way to present or visualize the Leads Pipeline in the same way we can view the Deals Pipeline—essentially using the Bucket View (stage-by-stage columns similar to a Kanban board).

Right now, our team is managing a high volume of leads, and having that visual pipeline format would make it much easier to track progress, prioritize outreach, and keep things moving efficiently. We’ve found the Deals Pipeline view to be super intuitive and helpful for our sales team, and we’re hoping to replicate that kind of layout for our leads.

Has anyone found a way to do this with standard tools in HubSpot, a workaround, or possibly through a third-party integration?

Thanks in advance! ❤️

Re: Visual Pipeline for Leads

Geardo_Muro — Wed, 11 Jun 2025 12:46:16 GMT

Hi @ASobusiak, nice to meet you!

At the moment, there isn't a Kanban view available for the Lead Pipeline like there is for Deals. However, you can visit the Ideas section and upvote this suggestion: HubSpot Community - Kanban Board for Leads Pipeline - HubSpot Community. It's a feature I've been needing for a while too!

I hope this helps — happy to support however I can.
Best regards!

Re: Visual Pipeline for Leads

ASobusiak — Thu, 12 Jun 2025 09:52:48 GMT

Hi @Geardo_Muro, thanks for the answer! ‌❤️‌

Yes, I’ve already upvoted the idea — fingers crossed HubSpot makes it happen soon. Have you come up with any workaround or creative approach on your side to deal with this limitation in the meantime?

Would love to hear how others are handling it!

Best,
Ola

Re: Visual Pipeline for Leads

Geardo_Muro — Thu, 12 Jun 2025 18:39:44 GMT

Hi Ola, hru today?

I’ve never really used the Leads tool much because, to me, it doesn't make much sense. However, one thing you can do—if you have Sales Hub Professional—is create a separate Deal Pipeline called "Leads Pipeline" and manage your leads from there. It might be a bit confusing, but it’s the only workaround that comes to mind.

Best!
Gerardo.

Re: Visual Pipeline for Leads

karstenkoehler — Wed, 08 Oct 2025 04:09:27 GMT

Hi @ASobusiak,

Another update here! For me, CRM → Leads still reflects the old interface. But navigating to CRM → Contacts, then clicking on the Contacts dropdown in the top left corner and changing it to Leads brings me to the new Leads index page. Along with the option to switch from a table to a kanban / board view.

Leads Are Now a Standard CRM Object

What is it?

Leads now function as a standard CRM object with the same index page capabilities as contacts and companies, including standard tables, saved views, and board views.

Why does it matter?

When we initially launched leads, it was only available through the sales workspace and wasn't a full standard object. We later added leads to the Smart CRM navigation to give admins the ability to manage leads without accessing personalized sales workspaces, but it still lacked the full functionality you'd expect from a standard CRM object. This created an inconsistent experience—leads behaved differently than other objects like contacts or companies, and lacked features such as standard saved views and board views.

How does it work?

Accessing the leads index page

Navigate to CRM > Leads to access the standard index page with full CRM table functionality. The leads table is available in both the CRM and the sales workspace (when you opt into the new version of the Workspace), giving you flexibility in where you manage your leads.

Changes to existing functionality

Converting Leads into a standard object, did cause some functionality to change:

Analyze tab: Standard objects don't include an analyze tab, so this has been removed from leads. All reports from this tab remain available at Sales > Sales Analytics > Sales > Activities & Leads. A prebuilt dashboard including these reports will be added in the coming weeks.

Custom Leads columns: The following columns have been modified:

Stage: No longer displays "for X days".

Next Activity: You can no longer schedule a task directly from this column if nothing is planned.

Company: You can no longer add a contact, view target account status, or change the associated company to the lead from this column.

Who gets it?

Leads are available on Sales Hub Professional and Enterprise.

Learn More:

Learn more on the Knowledge Base

Best regards