What actions can I perform on the Kanban View in Deals?

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.