Manage sales deals in OnePageCRM with Kanban view
The Kanban view gives you a clear overview of all your deals in one place.
You can easily manage deals, move them through stages, and track progress using a simple drag-and-drop interface.
In this article:
| View Deals in Kanban Pipeline | Archive Won Deals |
| Deal Cards | Hide a Won column from your Pipeline |
| Move Deals between stages |
|
View Deals in the Kanban Pipeline
Jump up to Article's Overview ⮝See all your active deals in one place and their respective deal stages.
💡If you have multiple pipelines, you’ll see deals from the selected pipeline. To switch, use the dropdown next to the pipeline name at the top.
Deal Cards
Jump up to Article's Overview ⮝The deal card shows key details at a glance:
- Deal name
- Associated contact
- Deal amount
- Expected closing date - click the date to edit it using the date picker.
💡Overdue expected closing dates are highlighted in red.
It also shows a color-coded Next Action date flag set for the contact:
- Orange - Due Today
- Grey - Due in the future
- Blue - Waiting for
- Red - Overdue/ASAP
- Grey dashed outlined - No next action
- Grey dashed outlined crossed out - Sales cycle closed
💡 On the Delivery Pipeline, it will show you:
- Deal name
- Associated contact
- Assigned Next Action where one is assigned
💡 Hover over the Next Action icon to see the action and due date.
💡 Multi-month Deals are marked with a rotating arrow icon. Hover over it to see details of the recurring deal.
Move deals between Deal stages
Jump up to Article's Overview ⮝Move deals between stages using drag and drop in the Kanban view..
💡Drag a deal card to the Trash icon or Lost field to delete it or mark it as lost.
Click the resort icon to sort deals.
Open the third dropdown to set your sort by options in On refresh sort by:
- Expected close date
- Amount
- Days inactive
Archive Won Deals
Jump up to Article's Overview ⮝A deal can be archived once it’s moved to the Won column in the Sales pipeline or the final stage of the Delivery pipeline.
Won deals are archived after 30 days by default. To change this, click the Gear icon → Configuration → select your option → click Save.
You can choose between:
- After X number of days - The Won deal will be archived after the set number of days
- End of each month
- Off (archive manually, up to 500 deals)
Hide a Won column from your Pipeline
Jump up to Article's Overview ⮝In the Pipeline pop up → Stages scroll down to Won deal stage and toggle it on to green.
💡 If the Won column exceeds 500 deals, the oldest are archived automatically.
💡 Archiving a deal will not delete it from your account.
💡 Archived deals can be viewed in the Deal list and on the Contact Timeline.