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The Leads CRM gives you full control over how you organise and act on every contact in your outreach pipeline. Whether you’re moving a lead to the next stage after a great call or updating a batch of contacts at once, everything you need is in one place.

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Board view

The board view is a kanban-style pipeline where each column represents a stage in your outreach process. By default, leads move through the following stages: To move a lead, drag their card from one column and drop it into another. The stage change is saved instantly. You can also update a lead’s stage from inside their profile using the Stage dropdown if you prefer not to drag and drop.

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Adding notes

Notes let you record context about each lead — what they said, what you agreed, or what the next step is. Notes are private (only visible to your team) and are automatically timestamped.
1

Click a lead card

Select any lead from the board or list view to open their profile.
2

Click 'Add note'

Scroll to the Notes section of the lead profile and click Add note.
3

Type your note

Write a brief summary of the conversation, the outcome, or the action you need to take next.
4

Save

Click Save. Your note appears in the lead’s timeline with the date and time it was created.
Use notes to log what was discussed straight after a call or LinkedIn exchange, while the details are fresh. A quick two-sentence summary is often all you need to pick up the conversation confidently days later.

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Filtering and searching

When your pipeline grows, finding the right lead quickly saves time. Vosen gives you three ways to narrow down your view:
  • Search by name or company — use the search bar at the top of the Leads page to find a specific contact instantly.
  • Filter by campaign — use the Campaign filter to see only the leads sourced from a particular outreach campaign.
  • Filter by status — use the Status filter to focus on a specific pipeline stage, such as all leads currently marked as Replied or In Conversation.
You can combine filters to get a precise view — for example, all leads from your Q3 campaign who are currently in the Booked stage.

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Bulk actions

When you need to update several leads at once, bulk actions save you from clicking through each card individually. To use bulk actions:
  1. Tick the checkbox on each lead card you want to update. You can also use Select all to grab every lead in the current filtered view.
  2. A bulk action toolbar appears at the bottom of the screen.
  3. Choose an action — such as Update status — and apply it to all selected leads at once.
Bulk actions are particularly useful after a campaign completes, when you want to mark a group of non-responders as Archived or move a set of warm leads into the In Conversation stage together.