# Board and phases

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<Lead>
DB-Leads offers four views onto the same data. Which one you need depends on what you are doing: reviewing, surveying, searching, or following up.
</Lead>

## The four views

<DefinitionList>
  <DefItem term="Findings">The work list after a scan. What the analysis proposes, with score, signals and evidence. This is where you decide: accept, dismiss, later. See [Database scan](/tools/db-leads/datenbank-scan).</DefItem>
  <DefItem term="Board">The pipeline as columns. For seeing where accepted contacts stand.</DefItem>
  <DefItem term="List">The table with columns, filters, search, multi-select and export. For focused work across many contacts. See [List, filters and export](/tools/db-leads/liste-filter-export).</DefItem>
  <DefItem term="Follow-ups">Deferred contacts grouped by due date. See [Follow-ups](/tools/db-leads/wiedervorlage).</DefItem>
</DefinitionList>

The view is part of the URL, so a link to a specific view works, including when shared.

## The board

Every column is a **phase** you name yourself. On install a sensible default pipeline is created, which you then adapt to your office.

<Steps>
  <Step title="Move">
    Grab a card and drag it into another column. Drag it towards the left or right edge and the board scrolls along, so you never have to let go to reach a phase that is currently off screen. The same applies vertically inside a long column.

    You can also move without dragging: use the card menu (right click, context menu key, or the three-dot button on the card) and pick **In Phase verschieben**. On a phone that is the way, because browsers there do not support dragging by touch.

    Made a mistake? The confirmation after a move carries an **undo**.
  </Step>
  <Step title="Several at once">
    Ctrl-click or Cmd-click marks a card, Shift-click marks a range within the same column. Dragging a marked card takes every marked card with it. Dragging an unmarked one moves only that card.
  </Step>
  <Step title="Collapse columns">
    Clicking the dot or the name in a column header collapses it. Useful when you work with three out of eight phases. A collapsed column still accepts cards, and the board remembers the state on this device.
  </Step>
  <Step title="Open">
    Clicking a card opens the panel with briefing, [ownership](/tools/db-leads/objekte), note and history.
  </Step>
  <Step title="Work through">
    The **Run-through** button takes the visible contacts as a stack. See [Durcharbeiten](/tools/db-leads/durchgang).
  </Step>
</Steps>

## Phases and their status

A phase is more than a label. It carries a **status**, and reporting and automation follow from it:

<DefinitionList>
  <DefItem term="Not started">The contact is collected but not yet in progress.</DefItem>
  <DefItem term="In progress">Something is happening: written to, called, appointment coming up.</DefItem>
  <DefItem term="Qualified">The positive outcome. Counted as a success.</DefItem>
  <DefItem term="Disqualified">The negative outcome. The contact drops out of active work.</DefItem>
</DefinitionList>

Creating, renaming, reordering phases and setting their status happens under **Settings · Pipeline**. See [Settings in detail](/tools/db-leads/einstellungen).

<Tip title="The analysis proposes a phase">
The AI briefing contains a recommendation for which of your phases the contact belongs to. Whether it is applied automatically is your call in the settings. See [Acquisition agent](/tools/db-leads/akquise-agent).
</Tip>

## When two people work at once

If you move a card while somebody else has just dragged the same contact into a different phase, you no longer overwrite their move in silence. The tool asks: it names the phase that applies now and who set it. You can still apply your change, or keep the other state.

The same goes for the assignee in the drawer and in the full customer view.

Dragging a card into the column it already sits in does nothing. No phase change shows up in the contact history either.

## Very large columns

In a grown book a single column can hold several thousand cards. The board **loads them while you scroll** instead of all at once. If you are looking for something specific in such a column, the list is faster: it searches the whole book, not only what is currently loaded.

## Further reading

<CardGrid>
  <Card title="List, filters & export" href="/tools/db-leads/liste-filter-export">Search, filter, edit several at once.</Card>
  <Card title="Settings" href="/tools/db-leads/einstellungen">Create phases and set their status.</Card>
  <Card title="Durcharbeiten" href="/tools/db-leads/durchgang">Work a stack in one sitting.</Card>
</CardGrid>
