Pipeline - Kanban View
The Kanban view provides users with a comprehensive overview of all ongoing deals within the CRM. You can easily access and manage your deals here and advance them through your sales cycle.
There are 2 Pipeline Views available for you to choose from.
- Kanban View
- Forecast View
In this article: | |
View and access Deals on the Pipeline Kanban View | Move deals between Deal stages |
Deal Cards | Archive Won Deals |
View and access Deals on the Pipeline Kanban View
Note: If you have multiple Pipelines you will see all deals included in the selected Pipeline. You can choose another Pipeline from the dropdown at the top.
Deal Cards
The Deal cards show you the main details about a deal in just one look:
- Deal name
- Contact associated
- Deal amount
Expected closing date - Edit the expected closing date for a deal by clicking on the date and selecting a new date from the date picker pop-up window.
Note: If the expected closing date is overdue it is highlighted in red.
It also indicates if a Next Action is assigned to the associated contact of the deal and the icon is color-coded:
- Orange - due Today
- Grey - due in the future
- Blue - Waiting for
- Red - overdue
Notes:
- Hovering over the Next Action icon reveals an info box that will show you the Next Action text and due date.
- Multi-month Deals are marked with a rotating arrow icon and by hovering over it it will display details about the recurring deal.
Move deals between Deal stages
You can easily move deals between deal stages, by dragging and dropping them in the Kanban View.
Notes:
- You can delete a deal or mark it as lost by clicking on the deal card and dragging it to the Trash can icon or Lost field above the Kanban View.
- Manual sorting applies (your deal will remain in the same position as you dropped it unless you click the resort icon).
Click the resort icon to reorder deals by expected close date or amount.
Note: Under Pipeline Values, you have the option to choose from "On refresh sort by: Expected close date or amount", see here.
Archive Won Deals
Note: You can hide the Won column from the Kanban view if you wish.
To do this, click on Configure above the Kanban View → at the bottom of the pop-up window is the Won deal stage → click on the checkbox next to Hide.
Notes:
- If the number of deals in the Won column exceeds 500, they will be automatically archived, starting with the oldest deals first.
- Archiving a deal will not delete the Won deal from the account.
- Archived deals can be viewed in the Deal list and on the Contact Timeline.