What are the two views to manage clients?
The two views to manage clients are:
- List View: The List View provides a tabular representation of your client database. It displays clients in rows, with each row containing various columns of client information such as name, last login, registration date, email address, and phone number. In this view, you can search for clients using the search bar, filter clients by type, and sort them based on different criteria. The List View is useful for quickly scanning and accessing client information in a structured format.
- Kanban View: The Kanban View offers a visual and more interactive way to manage clients. It represents the client journey through different stages using columns. Each column represents a stage, such as Lead, Contact, Property Showings, Contract, and Closed. Client info cards are displayed within these columns, and you can move the cards from one column to another as clients progress through their journey. The Kanban View provides a clear visual overview of your clients' status, helps you track their progress, and facilitates efficient client management.
Both views offer distinct advantages, and you can choose the one that suits your preferences and workflow. The List View provides a comprehensive and structured overview, while the Kanban View offers a more visual and intuitive representation of your clients' journey.