Using the Kanban View

The Kanban view is a way to visualise and manage data in a natural drag and drop manner – just click on the Kanban icon in the view selector area.

The example Kanban style screen below shows the open Opportunities:

 

The items can be dragged from lane to lane, depending on their status, stage or who the record owner is.

Note that in some areas of CRM, you won’t be able to drag records between statuses or stages.

Note that you can customise various Stages and Statuses and field options in CRM that appear in Kanban view for a number of records. See our section on Admin > Settings for more details of what and how you can customise records.

 

In some cases, like Opportunities – further options will appear when you drag items. You can drag Opportunities on to these items to either delete, mark as won, or mark as lost.  When you mark an Opportunity as lost – you can specify a loss reason.

Clicking on the gear icon on the right will reveal a menu that allows you to select the criteria for your view – you can choose the field that you want to sort records by and then choose which values will be displayed.

In the following example, I can choose to display Opportunity records by either Stage or who the records are Assigned To.

Clicking on the arrow next to a section heading will collapse the section – click the arrow again in the collapsed section to expand it to its original state.

In the top right corner of the screen, you can also select from your Filters to change the view to meet specific criteria or create a new Filter.

You can view more information about a record by hovering over it to reveal pencil and eye icons – click on either to edit or display the full record.

You can also click anywhere on the top half of a record to expand it with details.