Can I organize leads into different stages?
Yes, on a Kanban board with five fixed columns: New Task, Showing, Negotiating, Deal Closed and Lost Deal. The columns cannot be renamed or added to.
In the sidebar, open Tasks and drag a lead across the board through its columns:
- New Task
- Showing
- Negotiating
- Deal Closed
- Lost Deal
That set is fixed. This answer used to say the stages were custom, and they are not — they cannot be renamed, reordered or added to from inside the product. It is worth knowing before you plan a workflow around a sixth column.
There are two other axes beside the stage, and they are what the board filters on: a status (new, call back, message back, closed) and whether the lead is a sale or a rental. A lead nobody has touched for a while also raises a notification of its own rather than waiting to be noticed.