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Kanban view in CRM

Kanban view is a workflow visualization tool. It is especially useful for companies in which managers work on many deals. Using Kanban, an employee always knows which clients to contact, make a delivery, or send an invoice.

Kanban view can be used for all CRM entities that have stages: leads, deals, invoices, and estimates. For example, let's try to use the Kanban view for deals.

Go to CRM, open Deals, and switch to the Kanban view.

Here you can see all the deals and their stages. Each card represents a deal and displays the important details about it. Red counters show how many deals require your attention.

What does the user icon mean?

Each card in the Kanban view contains a user icon in the bottom-right corner. It shows the user who:

  • created this deal.

  • is in charge of an activity for this deal that needs to be done within the next 15 minutes.

  • is managing an incoming inquiry in an Open Channel chat.

Below, you will find the information you need to start working in this view.

How to set up stages

Hover the cursor over a stage and click on the pencil icon.

In edit mode, you can change the name and color, delete a stage, or move it.

To create a stage, hover your mouse over any stage and click on the + sign.

How to move deals to other stages

The deal can be moved to any of the stages. Drag the deal to the appropriate stage.

How to display only the required fields

You can choose which fields will be displayed in the Kanban card. Go to Settings > Kanban settings > Configure view form fields

Select the desired fields and save the changes.

The fields you have selected will appear on the card.

How to configure the filter

Click the search bar, and then click Add field. Select the fields you want.

Tick the fields you need.

Select the desired field values and click Search.

Only those deals that fit the selected conditions will remain in Kanban.

How to track and plan activities

Each card in Kanban has the Activity button. Click on it to schedule a new activity.

Click on the counter to find out if you plan any activities connected with this deal.

Learn more about activity counters in CRM

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