FAQs in this section
What actions can I perform on the 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 assign sales stages?
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?
What is Life Cycle Stage in Kanban View?
What is the Deal Card icon?
How do I access Kanban View in Deals?
Why can not I drag-and-drop deals in Kanban View?
How do I get rid of empty columns in Kanban View?
What is Kanban View in Deals?

How do I customize the Kanban View in Vtiger CRM?

Admins can customize Kanban View for supported modules.
Follow these steps to customize the Kanban View: 
  1. Log in to Vtiger CRM.
  2. Click User Menu. 
  3. Click Settings. The Settings page opens. 
  4. Go to Modules Layout & Fields. The Modules Layout & Fields page opens.  
  5. Select the required module.
  6. Click the Kanban View section.
  7. Enter or select the following information:
    1. Default View By: Select the field used to group records into columns in the Kanban View.
    2. Default Sort By: Select the field used to sort Kanban cards within each column.
  8. Drag and drop the fields to display on Kanban cards.
  9. Rearrange fields using drag and drop.
  10. Click Save.
Once saved, the selected defaults are automatically applied to all users.
Note: You can select up to 5 fields, including mandatory fields such as Entity Name and Assigned To.
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