FAQs in this section
What is 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?
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?
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?
What actions can I perform on the Kanban View in Deals?
Table of Contents
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.
- 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
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