How to add, view and edit a deal in Kanban pipeline

This feature is currently in beta, however it will be released soon. If you'd like to try it out, please email  support@onepagecrm.com.
Once you have selected the Kanban view in your Pipeline, you can do the following:
  • Add a deal 
  • View and edit a deal 
  • Add a Next Action to a deal

To add a deal:

  1. Click on Kanban view (see A) and select Add Deal (see B). 

  2. The Deal form opens (See C) and you can add your Deal name, Search contacts, Add a new contact (See D), Amount, Cost, any custom fields you've created and a Note (optional).
  3. Click Save to submit changes. 

To view and edit a deal:

  1. Click on your selected deal, (see E

  2. Once opened, select Edit deal (see F) to edit details such as Deal name, Amount, Cost, or a Note etc. NOTE: You cannot edit the contact associated with the deal.

To add a Next Action to a deal:

  1. To Add a Next Action to your deal, click on Add a Next Action (see G), add Next Action text and select a date. 

  2. Click Save to submit changes.
NOTES
  • If a Next Action already exists for a deal, you can't edit or add another Next Action.
  • There is an option to 'Drag and drop' attachments into the note section of the deal. 

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