Campaign & Kanban Board

Overview is a Kanban-style board showing your listings organised by stage. The built-in stages are Listed, Pre Launch, Live Campaign, Under Contract, Unconditional and Settled. You can reorder or hide those, and add stages of your own that you can rename freely - the six built-in ones keep their names.

Drag a card between columns to move that listing to a new stage. If the stage you're leaving still has required actions outstanding, you'll be asked to complete them or skip them with a reason.

Use the toolbar to search by address or client. On a wider screen you may also see Grid and Table view buttons beside the search - they are not switched on for every account.

Each card shows the property address, client name, action progress, and notification indicators such as new notes or approved photos.