🧭 Explore the Pipelines interface
When you access the Pipelines page in Kanbox, you're presented with a structured view to track every prospect or candidate step by step.
🧱 1 / Sidebar
At the top of the sidebar, a “New” button lets you create a blank Pipeline, a sales Pipeline, a recruiting Pipeline, or a team template (if you're a team manager).
The sidebar is divided into four sections:
Pipelines: manually created Pipelines tailored to your workflow
Playing Campaign Pipelines: active Pipelines tied to live campaigns
Draft Campaign Pipelines: Pipelines from campaigns in draft mode
Finished Campaign Pipelines: Pipelines from completed campaigns
🧩 2 / Page header
Pipeline name, with a dropdown menu offering:
Edit
Copy (duplicate)
Delete
Create a team template (available to team managers)
Search field to find members by name or title (headline)
Label filter to show only cards with a selected label
Label management button to create, edit or delete your labels
🎯 3 / Main area
The central panel displays the Pipeline columns.
Each member appears as a card — manually movable (in standard Pipelines) or automatically progressing (in campaign Pipelines).
🚀 Kanban pipelines: better than Excel, Notion or a to-do list
Tracking leads in Excel, Notion, a rigid CRM or a simple to-do list often means:
static rows you forget to update
filters you manage manually
scattered data across different tools
and most of all, no clear view of who’s where, or what to do next
Kanbox changes everything.
You manage your leads in a dynamic, visual board, like a real-time operational cockpit.
Each lead is a card you can move, qualify, or follow up — all in one interface, with zero guesswork.
🧱 What is a Kanban Pipeline?
A pipeline is a visual board made of columns, used to track leads as they move through different stages.
Kanbox provides two types of pipelines, depending on how you work:
✋ Manual Pipelines: full control, your way
You can create a custom pipeline with your own columns (e.g., New Lead, Follow-up, Qualified, Closed...).
Each lead appears as a card you can drag and drop from one column to another as progress is made.
Manual pipelines are ideal if you want to:
build your own follow-up process
prioritize leads or candidates
collaborate with your team around a shared visual flow
🤖 Automated Pipelines: built by your campaigns
Every Kanbox campaign automatically creates its own pipeline.
In these automated pipelines:
Each column represents a step in your outreach sequence, such as:
Visit profile
Follow member
Like member’s post
Connection request
Send message
Follow-up message 1
Follow-up message 2
Follow-up message 3
Follow-up message 4
Follow-up message 5
Follow-up message 6
Leads automatically move from one column to the next as they progress through the campaign
You get a live overview of where every prospect stands — no manual update needed
👁️ Stay focused with a real-time overview
Whether manual or automated, Pipelines help you:
spot stuck or inactive leads
see who’s been contacted, and who needs a follow-up
take action fast, without jumping between tools
✅ What Kanbox Pipelines do better
an interface built for action — not spreadsheets
a real visual dashboard that updates itself
clear segmentation and instant lead visibility
a faster, smoother, more organized workflow — at scale