How to 'drag and drop' deal stages in Kanban Pipeline
In the Pipeline you can choose the Forecast view or the Kanban view. Once you have selected the Kanban view in your Pipeline you can 'drag and drop' a pending deal to the next stage, delete a deal and mark a deal as 'Lost' or 'Won'.
|In this article:|
|'Drag and drop' a pending deal to the next stage||Mark a Deal as 'Won'||Remove a deal card from Won Column|
|Delete or mark a Deal as 'Lost'||Deal List|
'Drag and drop' a pending deal to the next stage
- Select a deal card and simply 'drag and drop' to your preferred deal stage. Note: 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".
Mark a Deal as 'Won'
Select a deal card and 'drag and drop' under the Won Column.
Note: Deals will be automatically archived after 30 days.
Remove a deal card from Won Column
Note: Archiving a deal will not delete the Won deal from your account.
- To configure the Auto-archive options click on Auto-archive: 30 days → choose the number of days or turn off Auto-archive.
Delete or mark a Deal as 'Lost'
- Select a deal card and 'drag and drop' into the trash can icon or 'Lost' bar.
The Deal list can be found found right under the Kanban view or the Forecast view, and it's another way for you to monitor your Deals in OnePageCRM.
- Pending: Only Pending deals will be displayed.
- Won: Only Won deals.
- Lost: Only Lost deals.
- Closed (Won/Lost): Displays both Won and Lost deals but not Pending.
- All deals: View all deals in your account.
Note: You can add up to 9 columns to the Deal list. The columns Deal name, Conta c t, Stage and Amount are mandatory columns in the Deal list. You then have the option to select from the following columns:
- Close Date
- Deal Custom fields.
- Deal amounts and number of deals will update immediately when you move a deal from one deal stage to another.
- You can also 'drag and drop' attachments into the Notes section.
- Manual sorting is applied when you 'drag and drop' a deal card until the page is refreshed.
- You must have a deal created in order to view it in the pipeline page