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
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.
  • 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. 

Still need help? Contact Us Contact Us