Read your board at a glance
What every row says without opening a single lead.
A brokerage with hundreds of leads has columns thousands of pixels tall. That is why the kanban row is about thirty pixels and shows only four things. It is not minimalism: a board you have to travel through stops being a board.
What the row carries
- A colored bar on the left: amber if the lead is VIP, coral if it has gone too long without contact. Only one of the two: two colors in three pixels are indistinguishable and stop meaning anything.
- The temperature dot: coral for hot, amber for warm, grey for cold.
- The client name.
- Up to three signal icons. If there are more, the rest are read in the summary.
The signals, by urgency
First what blocks money, then what blocks work, informational last. Every icon carries its label, so hovering is enough to know what it says.
- Sale not recorded: the lead is in Closing with no sale. It is the only clickable signal, and it opens the closing form.
- Sale reported, pending broker confirmation.
- Sale confirmed, and sale paid to the agent.
- "Unassigned": only managers see it.
- "Contract details missing": the lead moved to Under Contract and someone chose to finish later.
- "Attention": 48 hours with no contact. It does not apply to leads Under Contract or closed ones.
- "Has AI suggestions generated."
The hover summary
Rest on a row and a summary opens beside it: the name, the score, the VIP badge, the phone, the budget, the source, the owner, the last activity and the birthday if it is close. Everything that does not fit in the row.
Nothing inside it is clickable: it is a reading aid, not a shortcut. It takes a third of a second to open, so sweeping the mouse across twenty leads does not fire twenty windows, and it closes the instant you start dragging the card.
Two clocks that are not the same
The board's "Attention" signal fires at 48 hours without contact. The no-contact alert in The Pulse is a different one: seven days, or three if the lead is VIP, with a day of grace from creation. They are not at odds: one orders your board today, the other orders your week.
On the phone the board looks different on purpose: there every card does show its score in a chip, because there is no cursor to open a summary with.