What each column means
Initial Intake: brand-new inquiries. Status 'New' lives here.
Candidate Search: families who have done discovery and signed an engagement. Status 'Proposal Sent' lives here.
Client Interview: families who are actively meeting candidates. Status 'Discovery Scheduled' or 'Discovery Booked'.
Offer / Placement: contract is out for signature. Status 'Contract Out'.
Placed: an active placement. Status 'Active'.
How to move a card
Click and hold a card; drag it to a different column. It snaps in optimistically and the dashboard fires a stage advance behind the scenes.
If the advance fails (rare; usually a network blip), the card snaps back and a red banner explains why.
Single click (no drag) opens the detail panel for that card.
Use the filter dropdown (top-right of kanban) to filter by tier, or the search box to filter by name.