Both lead views can be displayed two ways. At the top right you switch between **Kanban** and **List**. The selection of leads is identical in both, only the presentation differs.

**Contents**
- [Kanban](#kanban)
- [List](#list)
- [Editing several leads at once](#editing-several-leads-at-once)
- [What stays the same in both views](#what-stays-the-same-in-both-views)
- [Next](#next)


## Kanban

One column per stage, in the order **Qualify**, **Set discovery**, **Discovery scheduled**, **Discovery failed**, **Discovery done** and **Lead lost**. Above each column sit the count and the value as **{value} potential**.

![The Kanban view with one column per stage](https://avhmrgajilnfyuvkhect.supabase.co/storage/v1/object/public/helpcenter/leads/leads-kanban.png)

**You can drag cards into another column with the mouse.** That is the fastest way to change a stage. If the target stage needs extra details, a small window opens - more on that under [Setting stages correctly](https://success.indeal.ai/hc/indeal/articles/setting-stages-correctly).

If a column holds more cards than shown, **Load {n} more** appears at the bottom.

Use Kanban when you need an overview of the distribution or want to move several leads on quickly.

## List

One row per lead, grouped by urgency into **Overdue**, **Due today** and **Later**. The columns are:

| Column | Content |
|---|---|
| **Lead** | name, below it job title and company |
| **Stage** | the current stage |
| **Follow-up** | when the next step is due, otherwise **No follow-up** |
| **Last activity** | when something last happened |
| **Next step** | the text you stored, otherwise a dash |
| **TP** | number of touchpoints |
| **Value** | the estimated value |
| **Action** | quick access |

![The list view with its columns](https://avhmrgajilnfyuvkhect.supabase.co/storage/v1/object/public/helpcenter/leads/leads-liste.png)

Use the list when you are working through follow-ups, sorting, or editing several leads at once.

## Editing several leads at once

In the list you select leads with the checkboxes on the left. As soon as one is selected, a bar appears at the bottom with **{count} selected** and these options:

- **Update** - opens **Update {count} leads**. There you pick **Change stage** or **Set follow-up** under **Field**, enter the **Value** and confirm with **Apply**.
- **Delete** - moves the selection to the trash.

Deleting asks first: **The selected leads move to the trash and can be restored there. Leads with a linked deal are skipped.** After deleting, **Undo** appears briefly.

There is an upper limit on how many leads can be selected at once. When you reach it, a note asks you to refine the filter.

**Both options require permissions.** With the **Sales** role you see neither **Update** nor **Delete**.

## What stays the same in both views

Search, filters and sorting apply to both presentations. If you filter in the list and then switch to **Kanban**, the filter stays. The view then shows **Filtered: {label}**.

## Next

- [Open leads and All leads](https://success.indeal.ai/hc/indeal/articles/open-leads-and-all-leads)
- [Setting stages correctly](https://success.indeal.ai/hc/indeal/articles/setting-stages-correctly)