Two Ways to View & Manage Lead
LeadTruffle now supports both a traditional table and a visual Kanban board for lead management.
Table View (Classic)
Filter by source or assigned user
Add custom columns
Export or search leads anytime
Kanban Board (New!)
Each column = a stage in your sales cycle
Each card = a lead
Drag cards between stages (e.g., New → Quoted → Won)
Visualize where every lead stands at a glance
Customize Your Pipeline
Add your own lead stages (e.g., “Quote Pending”)
Edit, rename, or hide stages that don’t fit your workflow
Add internal notes to explain each stage to your team
Archive & Hide Leads
Mark leads as “hidden” to remove them from the board
Use the toggle to show/hide archived leads any time
Compact View Option
Collapse the board for a bird’s-eye view of your pipeline
Expand to dive into lead details when needed
Need help? Contact us at [email protected] or message the team via the Intercom chat on this article or in-app.