How to use the LeadMapper lead board and table

Board and Table show the same LeadMapper leads in two ways. Board makes pipeline status visible at a glance. Table helps you scan and sort more fields. Switch between them according to the job you are doing; you do not create separate copies of your leads.

Use Board to see and move the pipeline

Open Leads and choose Board. Leads are grouped by status, from New through the open pipeline to Won or Lost. Drag a card to another status, or use its move menu if dragging is inconvenient. The card shows quick details such as priority and stage; open it for contact details and activity.

The pipeline summary above the board shows open value, weighted value, win rate and time to close when there is enough data. These depend on the values and outcomes you record, so treat them as a view of your pipeline rather than a forecast.

Use Table to compare lead details

Choose Table when you need rows and sortable columns. You can compare status, stage, priority, contact details and activity counts, then open a lead or select several for an available bulk action. The table pages through long lists so it stays manageable.

Filter to the leads that need attention

• Type a business or contact in Filter leads.
• Choose Hot, Warm or Cold priority to work one group.
• Choose a Stage or Tag to focus on a particular kind of opportunity.
• In Table, use Status to inspect open, won, lost or archived leads.

Know the difference between status and stage

Status places the lead in the pipeline, such as New, Contacted or Qualified. Stage records another level of deal progress on the lead. Priority says how urgently you want to work it. Keep these fields consistent so your filters and pipeline summary mean the same thing from one lead to the next.

After moving a lead, open it to log the conversation and set the next task. Moving a card alone does not capture what happened.