Getting Started
1. Access the Kanban Board
- Head to the Deals page in Pipeline CRM.
- Switch from List View to Kanban View by clicking the Kanban option.
2. Understand the Layout
- Deals appear as cards organized in vertical columns.
- Each column is a stage in your sales pipeline, arranged left to right for easy tracking.
Managing Deals
Move Deals Between Stages
- Drag and drop a deal card to the desired stage column.
- Click the three dots located in the top right corner of a card to edit details.
- For more advanced editing in the deal profile, click on the deal title.
Customize Card Display
- Click "Edit Display Fields" to select the information that appears on each card.
- Note: Some fields may not be available in Kanban view.
Bulk Updates, Activities & Tasks
Select multiple deals using the checkbox on each card for bulk actions.
Create tasks or view activity by clicking the respective icons on the card.
Save Your Kanban Board
- After customizing, click Save Kanban to save your board setup.
- Access, rename, duplicate, or delete saved boards via the dropdown at the top left.
Advanced Features
Filtering & Sorting
- Apply filters to view deals by criteria (e.g., minimum deal value).
- Import saved List View filters for consistency.
Pagination & Load More
- Click the load more icon to view additional deals in a stage.
- Each stage shows the number of deals next to its name.
- Only one pipeline is visible at a time; switch pipelines by clicking the board icon.
Collapse Stages
- Click a stage name to collapse or expand it for a cleaner view.
- You can still drag deals into collapsed stages.
