Whether you prefer a structured spreadsheet-style layout or a visual, drag-and-drop workflow, this guide will walk you through how to use both views and switch between them easily.
Table View: Structured and Searchable
The Table View displays all your clients or leads in a clean, spreadsheet-like format. It’s perfect for:
Quickly scanning through large volumes of data
Sorting and filtering by columns (e.g. client name, stage, status, source)
Making bulk updates or reviewing client records at a glance
Use Case: Best for operations managers, admin staff, or sales teams who need data precision and filtering power.
Kanban View: Visual Pipeline Tracking
The Kanban View shows your clients in draggable cards under three categories:
Leads
Pipeline
Clients
Each card includes key details like client name, contact info, and current stage. You can move clients between Active and Inactive by dragging and dropping cards — ideal for visually managing your sales stages.
Use Case: Best for sales reps or team leads who prefer a more visual way to track progress and keep the pipeline moving.
Switching Between Views
To Create a New View:
Click the “Views” dropdown in the top-left of the client list section.
Select “+ Create New View”.
Choose your preferred View Type:
Table — shows records in a spreadsheet-style layout.
Kanban — organizes records into columns (e.g. Active vs. Inactive).
Enter a Title for your view.
If selecting Kanban, choose a property (e.g. Client Status) to group cards by.
Click “Create View”.
Tip: You can create different views for different sales workflows — such as “New Leads - Table” and “Deal Progress - Kanban.”
To Switch Between Views:
Click the “Views” dropdown.
Select any existing view to instantly switch layouts and filters.
You can edit or delete views at any time from the same menu.
Why It Matters
The Pipeline Management module in FieldCamp streamlines your entire sales process:
Track and convert leads efficiently
Manage deals across different stages
Maintain better visibility into client status and communication
By using both Table and Kanban views, you get the flexibility to manage your workflow the way you work best — whether it’s analytical or visual.