SleekView Kanban for Vtiger WP Bridge
SleekView reads the leads, contacts, and potentials Vtiger WP Bridge mirrors into WordPress, groups every record by the Vtiger sales stage, and lets a sales rep drag a card from Working to Qualified or Proposal to Closed Won without leaving the WordPress admin.
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Vtiger pipelines live remote, this board is in WordPress
Vtiger WP Bridge mirrors Vtiger leads, contacts, and potentials into WordPress as a local cache under vt_leads and friends, each row tagged with a leadstatus for leads or a sales_stage for potentials. The default WordPress admin gives you a familiar list view with filter dropdowns, which works for finding one record but never shows the sales funnel at a glance the way a real CRM dashboard does for an account executive.
SleekView reads those cached rows along with the vt_potentials table and the related vt_accounts linkage. The natural status column is leadstatus for the lead board or sales_stage for the potentials board, with the contact name, the account name, the assigned user, and the deal amount surfaced as card metadata so a rep can run pipeline review without clicking through to each record.
Dragging a card calls the Vtiger WP Bridge API to push the new stage back to Vtiger, so the remote CRM, the WordPress cache, and any reporting dashboard reading from either stay aligned. Network errors snap the card back with the API response visible inline, and the bridge writes the same audit log entry it writes for a manual edit so the activity history in Vtiger never loses its trail.
Workflow
From Vtiger WP Bridge data to a kanban board
Connect to Vtiger WP Bridge data
vt_leads or its meta companions, and SleekView reads them directly with no extra sync to babysit.
Pick the status column to group by
leadstatus column as the kanban grouping. SleekView reads the distinct values currently on rows and builds one column per value in the order you arrange them.
Choose what shows on each card
Enable drag-and-drop writeback
leadstatus on the record. SleekView fires the same vtiger_record_updated hook the plugin uses, so emails, webhooks, and reminders stay attached.
Sample board
Sample Vtiger potentials board
Comparison
Default Vtiger admin list vs SleekView Kanban
Default Vtiger list view
- Vtiger admin is fine, but it lives outside WordPress and adds a context switch every time
- Bridge admin list shows rows with filters, no pipeline shape across the sales stages
- Changing stage needs opening Vtiger, editing the record there, and waiting for cache sync
- Card fronts do not exist, deal value and expected close date hide behind each row link
- Forecast meetings end up exported to CSV or pulled into a slide deck for every cycle
SleekView Kanban
-
Native read of
vt_leadsandvt_potentialswith sales stage detection -
Drag a card to push the new
sales_stageback to Vtiger through the bridge API - Card front shows deal, account, owner, and amount so forecasts run without opening rows
- Filter the board by owner, source, or any Vtiger custom field synced through the bridge
- Lives next to the Vtiger bridge admin, no duplicate database, no separate offline copy
Features
What SleekView Kanban gives you for Vtiger WP Bridge
Sales pipeline shape at a glance
See the count of records in each state the moment the board loads. Vtiger WP Bridge usually buries this behind list filters, but the kanban surface puts it up front so a manager can spot a pile-up in seconds.
One board per record type
Build a separate kanban per Vtiger WP Bridge table. Pair a leads board by status with a potentials board by stage. Each board remembers its own card template and column order.
Drag-and-drop writeback
Cards do not just show pretty data. Drop one in a new column and SleekView writes back to the Vtiger WP Bridge record, runs the same hooks the admin uses, and the Vtiger remote updates on the next bridge sync.
Audience
What sales teams build with SleekView and Vtiger
Forecast review board
Open the potentials board, drag stuck deals into the right stage, and read the headline numbers off card counts. The default Vtiger list never lays the forecast out this clearly in one screen.
Lead triage workflow
Group leads by status and the new inbounds sit in the working column ready for a rep to pick up. Dragging a card to Qualified writes back to Vtiger and the lead routing rules fire normally.
Account tier board
Filter by account and you see every deal attached to the customer at once. Tier changes are a drag away, and the Vtiger account record updates the next time the bridge syncs.
The bigger picture
Why kanban makes Vtiger WP Bridge usable
Vtiger is a full CRM that lives outside WordPress, and the bridge keeps a useful local copy of the records that matter most to the marketing site. The trouble is that the bridge admin presents that copy as a flat list, which works for cross referencing a lead but never gives an account executive the pipeline shape they actually care about. A kanban board is the right shape for a sales pipeline because it is the shape sales teams already think in.
Columns by sales stage, cards by deal, and a count at the top of every column that tells the team how the funnel is loaded today. With SleekView Kanban that view is built straight on top of the cached bridge tables and the writeback path uses the bridge API the plugin already exposes, so dragging a card on the WordPress board updates the Vtiger remote record. The two surfaces stay aligned, the cache is not a separate copy that drifts, and the sales team gets a real pipeline view without leaving the WordPress admin they already work inside every day.
Questions
Common questions about SleekView Kanban for Vtiger WP Bridge
Both. SleekView reads Vtiger WP Bridge tables and the sales_stage column at the database level, so whichever tier you run the board still builds. Paid add-ons that add custom fields or extra status values are picked up automatically because SleekView scans the live schema on render.
SleekView calls the Vtiger WP Bridge update endpoint, which talks to Vtiger over its REST API. The plugin fires its normal record updated hooks, so any local listeners and any Vtiger workflow rules that key off the stage change run exactly as they would on a manual edit inside the Vtiger user interface.
 Yes. Card layouts are per board. A potentials board can show deal title, account, owner, and amount. A leads board can show contact, source, status, and last activity. Each board remembers its own card template so the team does not reconfigure when switching contexts.
 Yes. SleekView respects every capability check the bridge plugin registers. A staff user who can view but not update records will see the cards but the writeback only fires for users whose role matches the same checks the bridge enforces on a manual save.
 Add the new stage in Vtiger the way you normally would, by editing the picklist for leadstatus or sales_stage. The bridge syncs the new value into the local cache, and SleekView picks it up on the next board load because columns are derived from the distinct values present.
 No. SleekView paginates cards per column instead of fetching every row at once. The cache table is indexed on the stage column, so counts and windows of cards stay fast even on a Vtiger account with tens of thousands of leads and potentials carried in the bridge.
 Yes. Any cached Vtiger table the bridge maintains can render. Leads and potentials are the common boards, but accounts, contacts, and quotes work the same way once you point SleekView at the right table and choose the column you want to group the cards on.
 
It stays in sync because there is no separate database. SleekView reads the same cached vt_leads and vt_potentials rows the bridge admin reads. Writes call the bridge API the plugin already uses, so the kanban board and the Vtiger remote remain aligned on every change.
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