CRM Views Guide
The CRM offers three complementary views for managing your sales pipeline. Each view presents the same data from a different perspective, optimized for different workflows.
Switching Between Views
Use the view toggle in the CRM header to switch between:
- Kanban — Visual pipeline with drag-and-drop
- List — Detailed data table with sorting and columns
- Calendar — Activity timeline with scheduled follow-ups
Your filter selections carry over between views where applicable. Column and filter preferences are saved per view and persist across sessions.
When to Use Each View
| View | Best For |
|---|---|
| Kanban | Getting a visual overview of the pipeline, quickly moving prospects between stages, identifying bottlenecks |
| List | Analyzing large datasets, comparing prospects side-by-side, sorting by specific metrics, detailed filtering |
| Calendar | Planning your day/week, tracking overdue follow-ups, scheduling activities, time-based pipeline management |
Kanban Board
The Kanban board organizes all prospects and clients into columns representing pipeline stages. Each column corresponds to a follow-up status from the system catalog.
Understanding the Columns
Each column represents a follow-up status (e.g., "New Lead", "Contacted", "Qualified", "Negotiation", "Won"). The columns are ordered according to the system catalog and cannot be rearranged.
At the top of each column you will see:
- Column name: The follow-up status
- Record count: How many prospects/clients are in this stage
- KPI value: The total estimated account value for records in this column
Reading a Card
Each card in the Kanban board shows a summary of the prospect/client:
| Element | Location | Description |
|---|---|---|
| Recency dot | Top-right corner | Colored dot showing days since last contact: green (≤ 7 days), yellow (≤ 30 days), red (> 30 days or never contacted). Hover shows the exact number of days (or "Never" if never contacted). Won/Lost cards always show green. |
| Company name | Top | Organization name (primary identifier) |
| Balance | Below name | Current account balance in the local currency |
| Account value | Below name | Estimated value of the account |
| Last contact | Below metrics | Date of the most recent follow-up note |
| Status badges | Middle area | Small badges indicating: verified status, account tier, international flag, number of shops, follow-up status, monthly shipments |
| Service badges | Bottom | Color-coded badges for effective requested services (overlay from Details when set, otherwise the client's About Yourself answers) |
Working with the Kanban
Browsing cards:
- Scroll down within a column to see more records
- More records load automatically as you scroll (infinite scroll)
Opening details:
- Click any card to open the Sidepanel with full prospect/client details
Moving prospects between stages:
- Click and hold a card
- Drag it to the target column
- A follow-up offcanvas opens (not the sidepanel), with company identity and source → destination column
- The status select lists only that column’s child statuses, with the first child pre-selected
- Write a note (required). If the column is Not interested or Lost client, also choose a decrement reason. If the column is In negotiation or Active, fill account details (monthly shipments, weight range, sales channel, shipment content, services, close date) unless they are already complete or the record is a client with About Yourself
- Click Save to confirm the move
WARNING
If you close the offcanvas without saving, the card returns to its original column. Reordering a card inside the same column does not open the form. Clicking a card still opens the sidepanel.
KPIs:
- The KPI value at the top of each column shows the sum of estimated account values
- Use KPIs to quickly assess which pipeline stages hold the most potential revenue
Kanban Filters
The filter bar appears above the Kanban columns. Default visible filters:
| Filter | How to Use |
|---|---|
| Search | Select the field to search (company name, company ID, contact name, phone, or email), then type the value. The search targets only that field. Email must be the full address. A company is found when its primary owner matches the contact name, phone, or email. |
| Follow-up | Select one or more follow-up statuses to show only those columns' records |
| Onboarding | Filter by onboarding completion status |
| E-commerce | Filter by e-commerce platform type, or "with/without e-commerce" |
| Type | Filter by prospect type |
| Date range | Filter by creation date (available with manager permissions) |
To show additional filters (campaign, salesman, role assignments), click the gear icon and enable them in Settings.
List / Table View
The table view presents all prospects and clients in a detailed, sortable data table. This is the most flexible view for data analysis and comparison.
Available Columns
The table supports 24+ columns. You can choose which columns to display and in what order using the Settings panel.
Default visible columns:
| Column | Description |
|---|---|
| Company | Company name with avatar/image. Click to open the detail panel |
| Lead Score | Lead score indicator |
| Lead Status | Lead qualification level |
| Follow-up | Current pipeline status shown as a colored badge. Scheduled tour date appears below the badge |
| Verification | Verification status badge. Companies with a KYC or KYB type show a secondary grey badge next to the status |
| Balance | Current account balance (formatted in local currency) |
| Last Shipment | Days since last shipment, shown as a color-coded badge (green = today, blue = ≤14 days, red = overdue) |
| Integration Type | E-commerce platforms connected to the company |
| Registration Date | Company registration date and time |
Additional columns (enable via Settings):
| Column | Description |
|---|---|
| Salesman | Assigned sales executive |
| Account Value | Estimated account value |
| Monthly Shipments | Estimated monthly volume range |
| Internacional | Whether the company has international shipments enabled |
| First Contact | Earliest scheduled date across all follow-up notes. Uses the programmed/scheduled date when set, otherwise the note creation date. May show a future date when the only activity is a future appointment. |
| Last Contact | Most recent follow-up date that has already passed. Uses the scheduled date when set, otherwise the note creation date. Blank when no past contact exists. |
| Days Without Contact | Days since last interaction. Color-coded: green (recent), yellow (attention needed), red (overdue) |
| Next Contact | Scheduled next follow-up date |
| Content | Package content type |
| Plan Type | Service plan type |
| Weight Range | Package weight category |
| First Meeting | Date of first meeting |
| Second Meeting | Date of second meeting |
| Commercial Offer | Date commercial offer was sent |
| Est. Close Date | Expected deal close date |
| Est. Close Month | Expected close month |
| Source | Lead acquisition source |
| Last Recharge | Last account recharge date |
Sorting
Click on any column header to sort by that column. Click again to toggle between ascending and descending order. Sorting is done server-side for accurate results across all pages.
Pagination
The table shows 100 records per page by default, sorted by registration date (newest first). Use the pagination controls at the bottom to navigate between pages.
Filters
The table view has two categories of filters: filters that are visible by default, and filters you can enable via the Settings panel.
Visible by default:
| Filter | Description |
|---|---|
| Search | Field-specific search: select a field (company name, company ID, contact name, phone, email) then type the value. Email must be the full address. |
| Lead Score min. | Show only records with a score at or above this value |
| Follow-up | Filter by pipeline status |
| Lead Stage | Filter by qualification stage |
| Integration | Filter by e-commerce platform (or With Integration / No Integration) |
| Account Type | Filter to show only Prospects or only Companies |
| Verification Type | Filter by verification type: No Verification, KYC, or KYB |
| Verification Status | Filter by verification status (Pending, Verified, Rejected, etc.) |
| Credit | Filter by whether the company has an active credit line |
| Salesman | Filter by assigned executive (visible to managers only) |
| VIES Validated | Show only companies with a VIES-validated billing record |
| Registration Date | Filter by company registration date range |
Hidden by default (enable via Settings):
| Filter | Description |
|---|---|
| International | Filter by whether the company has international shipping enabled |
| Onboarding | Filter by onboarding questionnaire answers |
| Campaign | Filter by marketing campaign |
| KAE / KAE LTL / CSR / CSR LTL | Filter by role-specific agent (managers only) |
| Fulfillment / WMS / Ecartpay / Para Paquetes | Filter by specialist agent (managers only) |
| Weight Range | Filter by package weight category |
| Industry | Filter by content type |
| Plan Type | Filter by service plan |
| Min. Shipments | Minimum monthly shipment threshold |
| Est. Close Date | Date range for estimated close |
| Est. Close Month | Filter by expected close month |
Default date window
The table automatically shows only records from the last 2 months when no search filter is active. To find older records, select a search field and type your query — the date restriction is lifted automatically for any field-specific search.
Customizing the Table
- Click the gear icon in the CRM header
- In the Settings panel:
- Columns section: Toggle each column on/off. Drag to reorder
- Filters section: Toggle each filter on/off. Drag to reorder
- Click Save to apply
- Click Reset to restore default configuration
TIP
Your column and filter preferences are saved to your account and will persist across sessions and devices.
Calendar View
The calendar displays scheduled follow-up activities as events, helping you plan your day and track overdue tasks.
Calendar Layout
The calendar defaults to month view, showing all scheduled activities for the visible month. Each event represents a follow-up note that has a scheduled date.
Event Information
Each calendar event shows:
- Company/contact name: Who the activity is for
- Action icon: Visual indicator of the activity type
- Color coding: Based on the action type
| Action | Color | Icon |
|---|---|---|
| Call | Blue | Phone |
| Green | Message | |
| Orange | Envelope | |
| Meeting | Purple | Handshake |
| SMS | Teal | Mobile |
| Other | Gray | Circle |
Overdue activities (past their scheduled date) appear with a distinct visual style to draw attention.
Period Filters
Use the quick-access buttons above the calendar to focus on specific time periods:
| Button | What It Shows |
|---|---|
| All | All activities in the visible calendar range |
| Overdue | Only activities past their scheduled date |
| Today | Only today's activities |
| This Month | Activities in the current calendar month |
| Upcoming | Only future activities |
Navigating the Calendar
- Use the left/right arrows to move between months
- The calendar automatically fetches activities for the new date range when you navigate
- Click the Today button to return to the current month
Interacting with Events
- Click an event to open the Sidepanel for the associated prospect or client
- From the Sidepanel, you can add new notes, update the follow-up status, or view all details
Calendar Filters
The calendar shares the same filter bar as the Kanban view. All common filters are available:
- Field-specific search, follow-up status, onboarding, ecommerce, type
- With manager permissions: date range, salesman, role assignments
Sidepanel (Shared Across Views)
The Sidepanel opens when you click on any prospect/client from any view. It provides a comprehensive detail view organized in three columns.
For a detailed description of the Sidepanel layout, tabs, and forms, see the CRM main guide.
Key Features by Tab
| Tab | What You Can Do |
|---|---|
| Followup | View the complete notes timeline, add new notes with status changes and scheduling. In negotiation / Active may require the same six account-detail fields as the kanban offcanvas |
| Contacts | View, add, edit, and delete contacts associated with the prospect/client |
| Locations | View, add, edit, and delete physical locations (offices, warehouses, etc.) |
| View and send emails related to this prospect/client | |
| Activity | Coming soon |
Quick Actions (Left Column)
- Follow-up date: Edit the next scheduled follow-up directly
- Add reminder: Create a task reminder linked to this prospect
- Onboarding data: View onboarding questionnaire answers (clients only)
- Lead summary: View origin, creation date, and contact timeline
Details (Right Column)
- Details: Edit follow-up metadata (ecommerce, channel, shipments, account type, close date, requested services)
- Metrics: View read-only metrics (last/next contact, source, campaign)
- Integrations: View connected e-commerce platforms (clients only)
- Marketing: View marketing-related information
Tips and Best Practices
- Start your day in the Calendar view — Use the "Today" and "Overdue" period filters to prioritize your activities
- Use the Kanban for pipeline meetings — The visual layout with KPIs makes it ideal for team reviews
- Switch to List view for data analysis — Enable additional columns like "Days Without Contact" and "Estimated Close Date" to identify at-risk deals
- Keep notes consistent — Always select an action type when adding notes. This makes calendar events more informative
- Schedule follow-ups — When adding a note, set a scheduled date. This ensures the activity appears in the Calendar view
- Customize per workflow — Use Settings to show only the columns and filters relevant to your role. Your preferences are saved automatically
Related
- CRM Guide — Step-by-step instructions for common CRM tasks
- Interest Services — Set requested services without changing onboarding
- Technical Documentation — Architecture and API reference for developers