Drag and Drop in Pipeline

Drag and Drop in Pipeline

Learn how to use drag and drop to quickly move leads between pipeline stages in your kanban board view.

Overview

Drag and drop lets you:

• Move leads between stages quickly
• Update lead status visually
• Organize your pipeline easily
• Save time on status updates

Using Drag and Drop

Basic Drag and Drop

1. Go to Pipeline or Kanban view
2. Find the lead you want to move
3. Click and hold on the lead card
4. Drag it to the new stage column
5. Release to drop
6. Lead status updates automatically

Visual Feedback

While dragging:

• Card follows your cursor
• Valid drop zones highlighted
• Invalid zones shown
• Smooth animation

Pipeline Stages

Understanding Stages

Pipeline stages represent:

• Lead status
• Sales process steps
• Workflow stages
• Progress tracking

Moving Between Stages

Drag leads to:

• Next stage (move forward)
• Previous stage (move backward)
• Any valid stage
• Update automatically

Best Practices

1. Visual Organization

• Keep pipeline organized
• Move leads as progress
• Clear status at a glance
• Easy to see workflow

2. Quick Updates

• Drag and drop is fastest
• No need to open lead
• Update status quickly
• Save time

3. Stay Current

• Update as things happen
• Keep pipeline accurate
• Reflect real status
• Maintain visibility

Keyboard Shortcuts

Alternative Methods

If not using drag and drop:

• Click lead card
• Select new status
• Update via menu
• Keyboard shortcuts

Troubleshooting

Drag Not Working

• Check if drag enabled
• Try clicking and holding longer
• Refresh the page
• Check browser compatibility
• Try different browser

Can't Drop in Stage

• Verify stage is valid
• Check permissions
• Ensure stage exists
• Try another stage

Status Not Updating

• Release mouse button fully
• Wait for animation
• Refresh page if needed
• Check if change saved

Related Guides

• Kanban Board
• Custom Views

---

Next: Learn about custom views →