The Clients section is designed to manage leads and deals, as well as to visually track the status of each client within the sales funnel. The interface is built in the form of a Kanban board , where each column is a stage of client processing.

🗂 Interface structure

🔹 Top panel

Contains filters and display management tools:

• Start shift — a button that records the start of working hours. Each manager must start a shift so that he has deals.
• Filters - allows you to filter clients by a variety of parameters (see below).
• Line selection - switches between 1st and 2nd line (lines can be configured in Funnel Settings ).
• Clients / Robots - toggle to configure Robots for automated processing.
• Table / Kanban - switch between table and visual display mode.
• Funnel settings - a button for configuring funnel stages.

🔍 Filters

The filtration form includes:

• Search by name, keywords or tags
• Transaction stage
• Date of creation, date of registration, date of sale and other time parameters
• Channel, responsible manager
• Tags, country, status, etc.

After setting the required parameters, click the "Search" button.

📦 Kanban board (sales funnel)

Each column is a stage of client processing. The screenshot shows examples:

• Not processed
• Conducts communication
• Link sent
• Transaction registration1
• Ignore
• Back from being ignored
• Deal 1st sale
• Transfer to 2nd line
• etc. (stages are configurable)

🧾 Client card

Within each column, cards display basic information about the transaction:

• Transaction ID
• Client name
• Channel
• Country
• Responsible manager
• Date of creation
• Number of sales
• Sales Amount
• Tags

Cards can be dragged and dropped between stages manually to update the client's status.

⚙️ Additional features

• Funnel settings - allows you to change the number of stages, their names, colors and order.
• Switching between lines is convenient for teams with divisions by support or management levels.
• The "Robots" function allows you to enable automatic actions for stages (for example, automatic transfer to the next status, automatic messages, etc.).