It would be a huge help if we can view all contacts in our lifecycle stage with a kanban view. This gives us full clairty of what our sales needs to do for the day.
The same for the "lead status" as well. If we could get a kanban view for those that would be great for the same reason.
This would be so helpful! My CEO didn't believe me when I explained that I couldn't provide him with the same view for contact lifecycle stages as I could for deals.
He's suggesting we create a new Deals pipeline for our highly qualified leads so we can visualize our Contacts' progression through the lifecycle stages in the same way we can visualize our Deals.
Commenting both to show my support for this idea and to see if anyone has any better workarounds in the meantime!
I spend so much time searching that report/screen. When Hubspot provides so many other complex and high-end features, I thought I'm doing something wrong that's why I'm not getting that Kam ban view.
See one of the other CRM does it, and it's so convenient to move contacts from Cold to Warm to Hot status. Just drag and drop and be able to see where each of them stands in just one glance.
With the new lead object being released and the fact that they call it a "Lead Pipeline" complete with stages, it only makes sense to have the same view as the other pipeline objects. If you already have a pipline Kanban view for the Deal Object, its seems like a simple duplicate and edit feature to provide this view for the Lead Object. Definitely would love to see this feature added soon!
Hope they implement something like this soon. It is the best way to do it. I've somewhat implemented it with custom filters and saved views but it is not quite the same thing
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