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 | Move Deals between stages |
| Deal Cards | Hide a Won column from your Pipeline |
View Deals in the Kanban Pipeline
💡If you have multiple Pipelines, use the dropdown at the top to switch between them.
Deal Cards
Jump up to Article's Overview ⮝On the Sales Pipeline, the deal card shows:
- Deal name
- Associated contact
- Deal amount
- Expected closing date - click the date to edit it using the date picker.
On the Delivery Pipeline, the deal card shows:
- Deal name
- Associated contact
- Assigned Next Action, if one is assigned
💡 Multi-month Deals have a rotating arrow icon. Hover over it to view details.
💡 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
Move deals between Deal stages
Jump up to Article's Overview ⮝
💡 Drag a Deal card to the Bin icon to delete it or to Lost to mark it as lost.
Hide a Won column from your Pipeline
Jump up to Article's Overview ⮝
