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- Getting Started
- Pinning Activities
- Bulk update
- Managing Duplicate Records
- Basic Navigation
- Key setup steps
- Additional setup steps
- Configuring Dropdown Lists
- Creating New Records
- Tips & Tricks
- Using the Kanban View
- Using the Map View
- Advanced Filters
- Setting Up Grid Layouts
- Show and Hide Columns
- Open or Edit Existing Records
- Syncing Your Accounting System
- Setting up your CSV file for Import
- View Details on Map Pins
- Change the Column order
- Company Information
- Filter Map Records
- Sorting Records
- Export data
- Import Data from Excel or CSV
- Colourise Map Records
- Filtering Records
- Set Up Security Groups
- Invite Other Users
- Connect Outlook
- Connect to Mailchimp or Campaign Monitor
- Set up your Sales Pipeline
- Set Up Other Reference Data
- Configure Online Quoting
- View Reports and Dashboards
- Connect Burst SMS
- Viewing Tags
- Adding and Editing Tags
- Sorting and Filtering with Tags
- Jobs, Assets & Service Management
- Manufacturing
- Operations
- Products, Inventory & Pricing
- Reporting
- Sales Pipeline
- Training
- Workflow Management
- Quoting & Selling
Using the Kanban View
The Kanban view is a way to visualise and manage data in a natural drag and drop manner. The example Kanban style screen below shows the open Opportunities:
The items can be dragged from lane to lane, depending on their status.
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.

Click the gear icon to customise the view
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 it’s original state.

Collapsing a section in Kanban view
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.

Add or apply a Filter in Kanban view
You can view more information about a record by hovering over it to reveal a pencil icon (open the record) or eye icon (view more information about the record).

Access further details about a record