Campaign & Kanban Board

The Campaign is a Kanban-style board showing all your deals organized by stage. The default stages are: Listed, Pre Launch, Live Campaign, Under Contract, Unconditional, and Settled.

Drag and drop deal cards between columns to move them to a new stage. When a deal moves, its stage-specific action templates auto-populate.

Use the filters at the top to narrow by stage, assigned agent, or search by property address. You can switch between Board, List, and Grid views.

Each deal card shows the property address, client name, action progress, and any notification indicators (like new notes or approved photos).