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Documentation Recrutifyhub

Knowledge Base Guide

Quick Startup Guide

Getting Started

  • Recruitifyhub: Introduction
  • Know The Work Flow
  • Setting
    • Profile Settings
    • Notification Settings
    • Currency Settings
    • Payment Credentials
    • Finance Settings
    • Tickets Setting
    • Company Settings
    • Attendance Settings
    • Leave Settings
    • Custom Fields
    • Roles and Permissions
    • Message Settings
    • Lead Settings

Admin

  • How to Register & Signup as Company Admin
  • Admin: One time settings

Employee

  • Employees
  • How to Add Designation & Department
  • How to Add Employee – How does an Employee Register?

Clients

  • Clients: Summary
  • Creating Client
  • Client Filters

Leads

  • What is Lead
  • Add Lead
  • Lead Follow-Up
  • Lead Forms
  • Lead KanBan Board
  • Lead Form – Custom Field
  • Lead Report
  • Lead Filters
  • Lead Settings

HR

  • Employees
  • Leaves
  • Shift Roster

Work

  • Contracts

Finance

  • Estimates
  • Proposal
  • Home
  • Docs
  • Leads
  • Lead KanBan Board

Lead KanBan Board

A Kanban board is a visual project management tool that helps teams visualize and manage work in a more efficient way. It typically consists of columns representing different stages of a process, and cards that represent tasks or items that move through these columns from left to right as they progress.

The Kanban board will now showcase lead values, with a dedicated field for adding values during lead creation. This feature enables a clear view of pending, in-process, and converted leads, both individually and through the total count, enhancing the visibility of lead values on the board.

The board provides a dynamic and visual representation to support effective lead management.

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Updated on November 1, 2023
Lead FormsLead Form – Custom Field

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