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All CollectionsClubworx User GuideManaging Your Prospects
New to the People page: Prospect Kanban View
New to the People page: Prospect Kanban View

A new way to view and manage prospects. The Kanban view allows you to move prospect contact tiles from one status to another.

Updated over a week ago

You can now choose how you view your Prospects from the Prospects tab of the people page.
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To view your Prospects, go to the People option from the left hand side menu, and the click on the Prospects tab at the top centre of the screen.
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To change to the new Kanban view, use the View filter at the top of the screen and select the Kanban option.


The Kanban view allows you to see your Prospects as tiles, rather than in the traditional list view. These tiles can be dragged between the different Prospect status columns to change their status.
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It is still possible to filter your prospects by date added, owner or sort order (date added, first name or last name). You can also select multiple contacts from this page and perform bulk tasks such as sending messages, updating prospect status, archiving the prospects or converting the prospects to NACs or Members.
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Each Prospect tile has the same information that would appear in the traditional list view: the contact name, email address, phone number and date added. You can also use the icons that appear at the bottom of the Prospect tile to add notes, send a message or perform individual functions like archiving the prospect, converting them to a NAC or Member, adding a task or flag , or sending the prospect a message.

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