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?
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 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?
How can I filter deals based on pipelines?
Table of Contents
You can use the Pipeline filter to view deals based on the pipelines. Using this filter, you can sort the Kanban View based on the pipelines you have configured. This helps you focus on the deals and their lifecycle in a better way.
For instance, if you apply the filter for,
For instance, if you apply the filter for,
- the Standard pipeline, you can see all the deals associated with the pipeline and sorted by the sales stages in the pipeline.
- the All pipeline, you will view deals linked to all the pipelines configured in the CRM.
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