Kanban View

Kanban is a visual deal management and workflow system. It provides a clear and organized way to visualize deals, track progress, and manage sales workflows.

1. Click on this icon to change to "Kanban View"


2. Select the "Deal Type"


3. Deal Card

In the Kanban view you can:

  • Record activities

  • Edit deal

  • Drag-and-drop to update the deal stage