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Creating CRM with Filament 3: Step-By-Step

Customers in a Draggable Kanban Board

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Summary of this lesson:
- Creating custom Filament page for board view
- Implementing drag-and-drop functionality for customers
- Adding automatic pipeline stage history logging
- Building Kanban-style board with status columns

It is common to manage Customers in bulk or have an overview of where the Customer is progressing. For that, we can create a board like this:

In this lesson, we will do the following:

  • Create a Custom Page
  • Add a "kanban" style board to it
  • Allow the user to move customers between Pipeline Stages

Creating Custom Page - Our Customer Board

We will create a Custom Page using the Filament command:

php artisan make:filament-page ManageCustomerStages

This should create two files:

  • app/Filament/Pages/ManageCustomerStages.php - the page class
  • resources/views/filament/pages/manage-customer-stages.blade.php - the page view

We will begin with...

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