FAQs in this section
What is Kanban View in Deals?
What actions can I perform on the Kanban View in Deals?
How can I access Kanban View in Deals?
What is a Sales Pipeline?
When can I assign a sales pipeline to deals?
How can I change the pipeline of a deal?
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?
Why can't I drag-drop deals in Kanban View?
What is Deal Cards?
What information do deal cards show?
How can I make a field appear on the deal card?
Which actions can I perform on the deal card?
How do I get rid of empty columns in Kanban View?
How can I filter the deals based on pipelines?
Can I create a sales pipeline?
Yes, you must be an
to create a sales pipeline in Vtiger CRM.
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