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?
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?

Why can't I drag-drop deals in Kanban View?

Users who do not have edit access to the sales stage field as per profile cannot drag and drop deals across stages.
To know more about Kanban View in Deals, click here.
 
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