You can perform the following actions in the Kanban View:
- You can move a deal from one sales stage to another with a drag-and-drop action.
- You can also move a deal from its current stage to Closed Won or Closed Lost with a drag-and-drop action.
Other actions that you can perform on the Kanban View are as follows:
- Create and share lists from the Lists drop-down displayed on the top right
- Create a new deal by clicking +New Deal
- Go to the List view by using the icons displayed beside +New Deal
- Apply filters using Filters
To know more about Kanban View in Deals, click here