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Every lead sits in exactly one of six fixed stages (Untouched, Contacted, Opportunity, Meeting Scheduled, Converted and Closed), and the funnel board is the view that shows all six at once, as columns you can drag cards between.
Where
Leads→Funnel
Your role needs
Read access to Funnel read-leads. Admin, Member and Viewer have it by default.
To create or change
create-leads to add one, update-leads to change one, on top of the permission above.
Not listed in the sidebar today; reachable from the surfaces that link to it, and by URL. If you cannot find this in your sidebar, your workspace may have a custom menu configuration. Contact support and we will check it for you.
The board lives inside the Prospects page. Open , then use the two-button view switch at the top right of the header: the first button is the table, the second is the board. They are icons, and the words List and Funnel appear as their tooltips rather than on the buttons. The six stages always appear in this order, left to right on the board, and each one carries a fixed color that partner branding does not change: Nothing in the product lets you rename, reorder, add or remove a stage. The six of them are fixed, not a setting you can open.

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How it behaves

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Each column is its own filtered, paginated list

A column shows every lead whose stage matches it, narrowed by whatever else is set in the Prospects page’s search, lead-generation, tag and date filters. Those filters are shared between the table and the board, so a filter you set before switching views is still set when you get there, and changing one reloads every column. The number beside a column’s name is how many leads match that stage in total, not how many cards are loaded. A column loads one page of cards at a time; while more exist than are shown, a Load More button at the bottom of the column pulls in the next page and shows how many are still waiting. A column with nothing in it says No leads here yet instead of leaving an empty space.
If the workspace has no leads at all and no filter is set, the Prospects page shows its No leads yet screen instead. There is no toggle and no board to switch to until you add or find your first lead.

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A card shows enough to recognize the lead without opening it

Every card carries the lead’s avatar, its name (or its email address, if the lead has no name), and the date it was created. The company’s name sits underneath when a company is attached, with the company’s logo beside it when there is one, and the email address gets its own line when it is not already the card’s title. Clicking the name opens that lead’s own page. A converted lead with a recorded value also shows that value as a small green chip.

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Dragging a card changes its stage

Drop a card on a different column and its stage becomes that column’s stage. Dropping it back on the column it came from, or outside a column altogether, changes nothing. The move happens on screen immediately and is saved right after; if saving fails, the card returns to where it started and a notification says the update failed. Picking a card up needs the update-leads permission. Without it you can still click a card’s name to open the lead. You just cannot move it.

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Dropping into Converted asks for a value

Drag a card into Converted and, once the stage change has been saved, the Set Conversion Value dialog opens and asks whether you want to record a value for the conversion. (If the stage change fails, you get the error notification instead and no dialog.) Type an amount and choose Save to store it. The field is prefixed with a dollar sign and there is no currency picker; Save stays disabled until you type something. Choose Skip, or click outside the dialog, to leave the value unset. Either way the lead stays Converted. The stage was written when you dropped the card; recording a value is a second, optional save. Skipping it is not final. A converted lead’s own page carries a Conversion Value card with an Add Value button, and an Edit button once a value is there. The same dialog opens from that card, and from a move to Converted made on the lead’s own page. The dashboard’s Revenue Generated figure adds these values up, so a converted lead you skipped still counts as a conversion but contributes nothing to that number.

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Some stages are set for you

You are not the only one who moves a lead. A lead starts in Untouched. From there:
  • The first outbound message a campaign creates for the lead (email, LinkedIn or WhatsApp) moves it to Contacted, and only from Untouched. A lead already further along stays where it is.
  • A reply the AI reads as interested moves it to Opportunity, unless the lead is already Meeting Scheduled or Converted. A reply it reads as a hard rejection moves it to Closed, and so does an unsubscribe.
  • A meeting booked on the lead, or confirmed by the AI in the thread, moves it to Meeting Scheduled, never over a lead that is already Converted.
Converted is the one stage nothing sets on its own: you set it, on the board or on the lead’s page, or a workflow block does. Closing and reopening have their own rules. See Automation toggle, closing and reopening leads.

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Where the stage shows up outside the board

Switch back to List and the Stage column shows each lead’s stage as a small chip. Those chips take their color from the app theme rather than from the fixed values the board uses, so a chip is a different shade from its column’s dot. On a partner-branded workspace the Meeting Scheduled chip picks up the partner’s brand color; the other five keep the theme’s own. The chip is display only: you cannot change a stage from the table. A lead’s own page shows all six stages as a track across its header, using the same colors as the board. Clicking a stage there asks you to confirm the move and then writes it, exactly as a drop on the board does, and it needs the same update-leads permission. Closing a lead from that page sets it to Closed; reopening it puts it back to Contacted if the lead already has messages, and to Untouched if it does not. /leads/funnel used to be its own page, and it is no longer listed in the sidebar. A workspace link (one that starts with your workspace slug) now redirects to with ?view=funnel set and keeps any filters the link already carried. The short /leads/funnel, without a slug, has to pick a workspace first: it sends you to the board in the workspace you last had open, or your only one, and drops the rest of the query string on the way. If it cannot tell which workspace you meant, it sends you to the workspace list instead.

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Limits

Working the Prospects list

Columns, URL-synced filters, refresh, export, import and every row action on a lead.

The lead details page

Every card and header action on a lead, and which flag or channel each one depends on.

Automation toggle, closing and reopening leads

Pause the AI on one lead or a whole company, close a lead by hand, and understand why a lead closed on its own.

Metrics glossary

What every number in the dashboard and the reports actually counts, and which ones you have to fill in yourself.