Pipeline vs Table View

Both tabs show the same prospects — they're just two ways to look at them.

The Pipeline tab is a drag-and-drop kanban board. Each stage is a vertical column, prospects are cards, and you advance them by dragging. Best for daily workflow.

The Table tab is a sortable, searchable spreadsheet. Every prospect on one screen with columns for name, email, phone, source, stage, and created date. Best for bulk review, reporting, and finding a specific name fast.

Reach for the table when you need to:

• Sort by date created, last updated, or alphabetical order
• Find a prospect by name, email, or phone in one search
• Review every won or lost prospect (the kanban only shows the five working stages)
• Scan a high volume of prospects without scrolling each column

For day-to-day stage advancement, the pipeline is faster.

Yes. The toolbar at the top — search box, Filters dropdown, and the active filter chips — is shared between Pipeline and Table. Apply a filter on either tab and switching tabs preserves it.

Available filters: Pipeline Status, Originated From (source), Insurance Type, and a Created From / Created To date range.

By design. The kanban Pipeline only renders the five working stages (New Leads through Negotiation) so the board stays focused on prospects you're actively working.

Won and Lost prospects move off the board into outcome buckets. They're still in the system — switch to the Table tab and filter Pipeline Status to Prospect Won or Prospect Lost to see them.

The Pipeline paginates each column at 10 prospects at a time and uses infinite scroll — keep scrolling down inside a column and the next 10 load automatically.

If a column has 200 prospects, you're not loading 200 cards on first paint, which keeps the board responsive.