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 is Deal Cards?
What information do deal cards show?
How can I make a field appear on the deal card?
How do I get rid of empty columns in Kanban View?
How can I filter the deals based on pipelines?

Which actions can I perform on the deal card?

You can perform the following actions on a deal card:
  1. Edit the deal
  2. Delete the deal
  3. Call the contact or organization
  4. Email the contact or organization
  5. Send SMS to the contact or organization
  6. Send a WhatsApp message to the contact or organization
To know more about Kanban View in Deals, click here.
 
Home Privacy Policy Terms of Service Security Center Policy & Legal Center
© Copyright 2021 Vtiger. All rights reserved.
Powered by Vtiger
Facebook Twitter Linkedin Youtube