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

Note: If you have multiple Pipelines you will see all deals included in the selected Pipeline. You can choose another Pipeline from the dropdown arrow next to the Pipeline name at the top.

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
• Grey dashed outlined - No next action
• Grey dashed outlined crossed over - Sales cycle closed

You can easily move deals between deal stages, by dragging and dropping them in the Kanban View.

Note: Under Pipeline Values, you have the option to choose from "On refresh sort by: Expected close date or amount", see here.

Note: You can hide the Won column from the Kanban view if you wish.

To do this, click on the Gear icon above the Kanban View  → on the Stages tab in the pop-up window at the bottom is the Won deal stage. Toggle the slider to green next to Hide.