Kanban view for Contacts and Companies (and maybe custom objects?)

Having the possibility to show companies in a pipeline way based on their lead status like we do have on personalized objects or deals woudl indeed be very useful !!

Kanban style pipeline view for companies based on a custom property dropdown would be ideal! Easy to create in a tool like Notion would be great to bring this to HubSpot.

This is a great proposal and should be adaptable easily given deals have a similar layout if not exact layout.

It would also be lovely to have more of a customized viewing editor.

For a sales perspektive kanban is a must have thing, cause it speeds up your overview of all your leads. And I agree with MSmith405, that since it already excists in deals, the code for it is ready to be used for the contact view too.

great comments @JMeyerNielsen

really need this feature! we have a couple of client use cases:

  1. A company where they’re trying to track the status of an overall Company through their funnel (for listing on their site) but there’s no money exchanged
  2. For nonprofits where donor lifecycle management doesn’t always fit into a specific deal. the prospecting and stewardship phases fall outside of deal lifecycle management

We would also like a Kanban view for Contacts, this would greatly improve our lead qualification before they join the deal stage.

Thanks a lot for the suggestion!

Big +1!! Ticket and Deal pipelines are useful in other use cases, but in the context of key account nurturing, where the majority of those data points exist at the company level, the ability to construct a kanban / pipeline view based on the dropdown options of a company level property is sorely needed, (such that there’s a visual alternative to the spreadsheet-style list view).

+1

+1

Meanwhile, any one have any alternative solutions while we wait?

I’ve been using AirTable as a stopgap. Because as silly as it sounds… the Kanban view for top funnel cold leads that our sales team works seems to have a magical effect on productivity.

Really, It would be good to see and experience.

+1 for this. Kanban view based on account status (Prospect, Contacted, Met, Opportunity, Customer) and progressing the accounts from left to right has a magical effect on sales teams, as silly as it sounds.

+1

I was surprised to learn this doesn’t exist.

It is absolutely necessary for us

+1 (can I say +2 as to include me in my previous works place?)

Outbound lead generation is key for my organization and lifecyle kanban view would make a huge impact on my ability to get my CEO to buy in to HubSpot

+1 would be very usefull instead of using a custom objects and creating multiple duplicates properties…

Confirmed with above. We only have 1:1 relationship between accounts/deals (the accounts are the deals for us). Having Kaban board for accounts is critical (vs. for “deals”).

Second this… Much needed tool for the contact properties view. Many times a lead comes through and is not yet a deal. I would be super helpful to be able to format Contacts as a Kanban…

Please put this into place!!! :slightly_smiling_face:

Yes! Surely will upgrade the Implementation.