Workspace

Pipeline

A drag-and-drop kanban view of every open lead. Six columns, one per status, scrollable horizontally on narrow screens. The same lead data as the Leads list, just arranged so movement between statuses is one drag instead of a click into the detail page.

Quick answers
Dragging a card doesn't do anything.
Make sure you're picking up the card by clicking inside its body (not on the email or phone link, which navigate). Drop onto another column's body, not its header. If the column doesn't accept the drop, the card snaps back and nothing changes.
Where are Won and Lost leads?
They're columns too — last on the right. Dragging into Won creates a client with one pending policy (same as on the leads list); open the client to fill in carrier, premium, and dates. Dragging into Lost archives the lead without creating anything downstream.
Can I click a card without moving it?
Yes. A click without drag opens the side panel on the right with the lead's snapshot: contact info, insurance type, coverage, state, source list, last contact, last reply, time in status, and notes count. The status grid in the panel moves the lead with a click. Two buttons at the bottom take you to the detail page or open the email composer. The same panel is available from the eye icon on the leads list.
How do I change the order of cards?
The sort dropdown in the header. Last activity (default), Newest, Oldest, Name, or Longest in status. The header reads "N visible · sorted by X" so you always know what you're looking at. Sort is a URL parameter and survives the type and source chips.
Why don't I see all my leads?
The filters in the chip rail (Type, Source) reduce the board down to a slice. "Clear filters" up top resets them. Status filter doesn't exist here — every status is its own column.

What's on a card

Each card shows the lead's avatar (initials), name, phone, email, insurance-type chip, how long they've been in the current status (minutes under an hour, then hours, then days), a note count, and up to three source pills with a "+N" overflow. The left edge is color-coded by the column's status.

Header: sort and the list switch

The Pipeline | List switch at the top right flips to the leads list with the same type and source filters applied, and the list has the same switch pointing back. Next to it, the sort dropdown reorders cards inside every column at once. "Longest in status" is the one to reach for when you want the leads that have been sitting in Quoted the longest at the top.

Moving leads

Drag a card onto another column to change status. The move is saved immediately and a small toast confirms ("Moved to Quoted"). The same business rules from the leads list apply: moving to Contacted stamps last_contacted, moving to Replied stamps last_replied, moving to Won creates a client. Side-panel status grid does the same thing with a click instead of a drag.

Filters

Two chip rails sit above the board. Type chips filter by insurance type; source chips filter by where the lead came from. Click a chip to toggle. Filters survive page reload via URL params, so a bookmarked pipeline view always opens with the same slice.

When the board feels too busy

Big workspaces with hundreds of open leads can make columns very tall. Use the filter chips to narrow to one insurance type or one acquisition source. For pure list-reading work, switch to the leads list — it has paging, sortable columns, and bulk-action shortcuts the pipeline doesn't.