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- Getting Started
- Using the Kanban View
- Search, sort and report
- System Admin in CRM
- Automated Workflows
- Record Tabs
- Bulk uploading images
- Bulk update
- Pinning Activities
- Tips & Tricks
- Additional setup steps
- Key setup steps
- Show and Hide Columns
- Setting Up Grid Layouts
- Advanced Filters
- Using the Map View
- Managing Duplicate Records
- Creating New Records
- Basic Navigation
- Configuring Dropdown Lists
- Open or Edit Existing Records
- Setting up your CSV file for Import
- Syncing Your Accounting System
- View Details on Map Pins
- Change the Column order
- Filter Map Records
- Company Information
- Sorting Records
- Filtering Records
- Import Data from Excel or CSV
- Export data
- Colourise Map 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:
Opportunities in Kanban view
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.
Dragging an Opportunity to reveal Won/Lost/Remove options
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