Segments View displays connections organized into visual funnel boards, showing where each connection sits in a custom workflow. Perfect for people who don’t like long lists.
Each funnel is a separate board with customizable segments (columns). Connections appear as cards that move between segments as relationships progress. This view makes it easy to see pipeline health at a glance, identify bottlenecks, and focus effort where it’s needed.
Using Kanban View Effectively
Kanban View is ideal for:
- Visual pipeline management and assessment
- Identifying which stage has too many stalled connections
- Prioritizing outreach based on funnel stage
- Team discussions about relationship strategy
- Quick reassignment of connections as circumstances change
- Understanding relationship distribution across workflows
For detailed work with individual connections - logging interactions, updating notes, reviewing history - switch to Card View.
