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?
How can I filter deals based on pipelines?
What is a sales stage?
Can I see the deal amount in Kanban View?
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 change a deal's sales stage?
Table of Contents
In the Kanban View, you can move a deal from one sales stage to another with a drag-and-drop action.
Follow these steps to change a deal’s sales stage from the Kanban View:
To know more about Kanban View in Deals, click here.
Follow these steps to change a deal’s sales stage from the Kanban View:
- Log in to your CRM account.
- Click the Main Menu.
- Go to Sales.
- Click Deals. You will land on the Kanban View.
- Hold and drag a deal towards a sales stage.
- Drop the deal on the stage that you wish.
To know more about Kanban View in Deals, click here.
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