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?
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 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?
Why can't I assign sales stages?
Table of Contents
Users who do not have access to one or more sales stages because of role restrictions cannot view or assign the sales stages.
To learn more about Kanban View in Deals, click here.
To learn more about Kanban View in Deals, click here.
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