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Relevant Contracting
Coming soon

Kanban pipeline board for leads

Drag a lead from column to column on a board built for contractor pipeline statuses.

Preview

Kanban pipeline board for leads

Today the leads pipeline is a fast list view. Soon you'll be able to flip it into a Kanban board with one click, with columns matching the contractor statuses already in the system.

Coming soon — let us know if it would change your workflow and we'll prioritize accordingly.

How it works

  1. STEP 1
    Flip view

    Toggle from list to board view.

  2. STEP 2
    Drag

    Move leads between pipeline statuses.

  3. STEP 3
    Act

    Open a lead from the card to act on it.

Related features

See Relevant in action

Talk to us about whether Relevant is the right fit for how your crews and subs actually work.