RateUp Documentation

Columns, cards and the drag that moves a lead — the view most of the work happens in.

The Board is the default view: your columns left to right, and a card for every lead sitting in one of them.

The board, with the Open band and the start of the Won band

Status Bands

Columns are grouped under a band that says what landing there does to a lead:

Band	Hint	What it means
Open	still being worked	An ordinary step. The lead stays open
Won	closed as customer	Dropping a lead here closes it as won
Lost	closed, no deal	Dropping a lead here closes it as lost

A band breaks wherever the status changes, so a board that interleaves statuses gets a band per run — your column order is never silently rearranged.

A Column

The header carries everything you need to judge a column without opening anything in it:

Element	Meaning
Name and count	The column, and how many leads sit in it — its own total, not the cards loaded so far
{n}d avg in stage	Average days its leads have sat in this column. Hidden while a filter is on
Red triangle and a number	How many of them have gone quiet — see below
+	Adds a lead straight into this column. Only on an open column

A trophy on a Won column and a cross on a Lost column mark the ones that close a lead. An empty column reads "Drop a lead here".

Each column asks the server for its own cards, fifty at a time, and fetches the next page as you scroll to the bottom of it. Nothing is counted from what is on screen: the header count, the red triangle, the attention chip and every sidebar row come from the board's own totals, so a column that has loaded one page still says how many leads it really holds.

While a filter or a search is on, the header count and the triangle describe what actually matched rather than putting an unrelated total above the cards, and the average is hidden.

A page that fails to load says "Could not load this column." with a Try again underneath, so a broken request never reads as an empty column.

Moving a Lead

Pick a card up by dragging it. The card it came from dims while it is in the air.

Drop it on the column you want. The target column highlights as you cross it.

On an ordinary column the move is committed immediately, and the timeline records "Moved to {stage}".

Dropping onto a Won or Lost column is a close, not a move: it opens the confirmation described in Working a Lead. Losing asks for a reason, and the column you dropped on is the one the lead lands in — so a board with two Lost columns puts it in the one you actually chose.

The whole board scrolls sideways with the wheel; each column scrolls its own cards vertically, so a long column never pushes the headers off screen.

A Lead Card

On the card	Meaning
Avatar with a channel pip	The customer, and where they are reachable
Name and, under it, the company — or Direct customer	Who this is
A message icon on hover	Opens their conversation in the Inbox
A broken-link icon	Not linked to a contact — there is no conversation to open
Label chips	The labels put on this lead
A strip with the next activity	The one thing due next, or No next activity scheduled in amber
Team chip and assignee avatars	Who is working it
{n}d in stage	How long it has sat where it is

The card's left edge carries its stage colour. On a lead that has gone quiet it turns red instead, and the day count changes to Idle {n}d — the most important thing about a card is the thing you can read without focusing on it.

A card for a won lead replaces the activity strip with Won · closed.

Leads That Have Gone Quiet

A lead is flagged as needing attention when all of these hold:

it is still open
its stage sets a rotting window of more than zero days
Flag stalled leads is on for the board — see Settings
nothing has touched it for longer than that window

The count appears in three places at once: the red triangle on the column, the {n} need attention chip in the header, and the Needs attention row in the sidebar. All three are the same number, and clicking either of the last two filters the board down to exactly those leads.

A rotting window is measured from the last activity, not from when the lead entered the stage. A lead you keep noting but never move will never flag — which is the point, but it means the count is a measure of silence, not of progress.

Filtering What You See

Control	Where	Does
Search leads	Header	Matches the lead's name, company and phone number. Two characters minimum
Assignee avatars	Header	Click one to show only their leads; click again to clear
Views	Sidebar	The six saved filters
Lead stages, Teams, Sources	Sidebar	Click to apply, click the active one again to clear

Filtering runs on the server, so a facet narrows what each column asks for rather than hiding cards it already has. The search waits for your typing to settle, and a single character is ignored — it would match nearly every lead on the board.

The header badge reads {n} open · {n} leads, and both numbers describe the whole board whatever is filtered — it is the board's size, not the size of what you are looking at.

All leads on board means all of them, won and lost included. Hiding closed leads made the Won and Lost columns read as empty — use the Won and Lost views to narrow to one outcome.

Troubleshooting

Symptom	Cause	Fix
This board has no columns	Every stage was deleted	Open settings and add one, with a status
A card will not drop on a column	It was released between columns	Drop it on the column body, not the gap
A column looks empty but the sidebar counts leads	A facet or search is on	Clear the active sidebar row, or empty the search
Could not load this column.	That column's request failed	Try again in the column; the rest of the board is unaffected
Typing one letter changes nothing	A search needs two characters	Type one more
No need attention chip despite old leads	Flag stalled leads is off, or the stage has no rotting window	Settings and Stages

Working a Lead
Stages
List — the same leads as rows

The Board