FAQs in this section
What actions can I perform on the Kanban View in Deals?
What is a Sales Pipeline?
Can I create a sales pipeline?
When can I assign a sales pipeline to deals?
How can I change the pipeline of a deal?
How can I filter deals based on pipelines?
What is a sales stage?
Can I see the deal amount in Kanban View?
How can I change a deal's sales stage?
Can I close a deal in the Kanban View?
Why can't I see the Kanban View icon?
Why can't I assign sales stages?
What are Deal Cards?
What information do deal cards show?
How can I make a field appear on a deal card?
Which actions can I perform on a deal card?
What is Life Cycle Stage in Kanban View?
What is the Deal Card icon?
What is Kanban View in Deals?
Why can not I drag-and-drop deals in Kanban View?
How do I get rid of empty columns in Kanban View?
How do I customize the Kanban View in Vtiger CRM?

How do I access Kanban View in Deals?

Follow these steps to go to the Kanban View in Deals:
  1. Log in to the CRM.
  2. Click the Main Menu.
  3. Go to Sales.
  4. Select Deals. The Deals List View opens. 
  5. Click the Kanban View. 
All the deals here are sorted and listed based on sales stages.
 
To know more about Kanban View in Deals, click here.
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