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

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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.
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