How to Use Assigned Member Filters and New Profile Icons in the Kanban View

We’re excited to roll out a new enhancement to the Kanban view that improves visibility and efficiency when managing leads. The new profile icons make it easy to see who is responsible for each lead at a glance, without opening the lead card. 

In addition, you can now use assigned member filters to focus on leads owned by specific team members quickly. These updates make lead tracking faster, more visual, and easier to manage.

🎥 Here's a quick feature walkthrough video!

Profile Pictures Now Displayed on Kanban Cards

To improve visibility and team coordination, each lead card in the Kanban view will now display up to three profile icons in the following order:

• Assigned Broker
• Associate Broker
• Assigned Member

If a profile picture is available for the assigned user, it will appear on the card. If no image is available, their initials will be shown instead.

New Filter: “Search by Assigned Member”

We've updated the lead filtering functionality:

• The previous “Search by Team Member” option has been replaced with “Search by Assigned Member.”
• This lets you filter leads based on any "Assigned Member" selected.

Once selected, the Kanban view will update to show only the leads related to that specific member.