FAQs in this section
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?
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?
When can I assign a sales pipeline to deals?
What is Kanban View in Deals?
Table of Contents
A deal is a sales opportunity that you pursue with a person or a business. In Kanban View, deals can be viewed as a visual storyboard. Kanban’s visual approach helps you act on a blocker quickly, view and plan the remaining work, optimize the process, and improve productivity.
To know more about Kanban View in Deals, click here.
To know more about Kanban View in Deals, click here.
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