Kanban is a board with columns and cards. It helps you move customers through your sales pipeline. Cards represent CRM items such as leads, deals, and invoices. Columns represent stages of work with a customer.

In the deal Kanban, you can:

• Track how many deals are in each stage
• Monitor manager workload
• See which deals are still pending

To open Kanban, go to CRM, select an entity, and switch to Kanban view.

Configure Kanban for deals

Let’s look at Kanban settings using deals as an example.

Set up stages. Stages show each step of your sales process, from first contact to closing the deal. You can configure stages in Kanban or in CRM directories.
Statuses and dropdowns in CRM

By default, deals include several stages. You can use them or create your own.

• Initial stage: the first step of the customer journey. All new deals start here. You cannot delete it, only rename it.
• Intermediate stages: used for tasks like preparing documents, sending invoices, or signing contracts. You can create as many as needed.
• Final stages: mark deals as won or lost. Use them to analyze results.

To edit a stage, click the pencil icon. To add a new stage, click the plus button.

Configure the deal creation form. Deals can be created automatically (for example, from email) or manually in Kanban.

To speed up manual creation, choose which fields managers must fill in. They can complete the rest later.

Go to Settings > Kanban settings > Configure create form fields. Select the fields and save your changes.

To create a deal quickly, click the plus button in a column, fill in the fields, and click Save.
Create a deal

Configure the deal view form. You can choose which fields appear on deal cards. Show only key details to keep the board clear.

Each employee can customize this view.

Go to Settings > Kanban settings > Configure view form fields. Select the fields and save your changes.

Employees' avatars in the deal form. By default, each deal shows the avatar of the responsible manager.

The avatar can change automatically if another employee:

• Adds a comment in the timeline
• Is responsible for an incoming or missed call, email, or chat
• Is assigned to an activity with an automatic reminder

If an activity has a deadline, the responsible person’s avatar appears 15 minutes before it.

Work with deals in Kanban

Move deals between stages. Move deals through stages as you work with a client. For example, once you start working on a deal, move it from the New deal stage to In progress. Drag and drop the deal card to another column.

Plan activities. Schedule activities so you don’t miss follow-ups. You can schedule calls, meetings, or messages.

Click + Activity, fill in the form, and click Save.

Universal activity in CRM

Each deal card includes a to-do counter.

• The number shows active and scheduled activities.
• The color shows how close the deadline is.

By default, the counter turns red 15 minutes before the deadline. You can change this timing.
How counters work in CRM

Click the counter to view activity details.

Contact a customer. Hover over a customer’s name to open a mini profile. It shows key details like contact type, company, phone, and email. From there, you can send a message, make a call, or open the full form to update their information.