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?
Can I create a sales pipeline?
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?
Why can't I drag-drop deals in Kanban View?
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?
How do I get rid of empty columns in Kanban View?
What is Life Cycle Stage in Kanban View?
What is the Deal Card icon?

When can I assign a sales pipeline to deals?

After you create a sales pipeline, you can assign it to deals and track their lifecycle. 
You can assign a sales pipeline while:
  • Creating a deal
  • Editing a deal
You must also select a sales stage while assigning the pipeline.

To learn how to create a deal, click here.
To know more about Kanban View in Deals, click here.
 
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