Many of you have requested Kanban view for Bitrix24 CRM entities. As promised, Kanban view has been added to CRM for leads, deals, invoices and quotes.
Kanban view for Deals
The purpose of Kanban view for deals is to increase your efficiency in winning higher number of deals.
Use Kanban view in Deals to evaluate what & how many deals are undergoing each deal stage at the moment. This type of data visual representation allows you to evaluate faster what sales activities (call client, send email, prepare invoice, etc.) should be performed to close deals won.
Deal Stages are shown as Kanban columns:
Don't forget you can switch between deal pipelines as well:
To filter deals use Filter & Search above the Kanban board:
Read counters inside deal cards show the number of activities that require attention, or if you don't have anything planned:
You can Schedule activities - Call, Meeting, Task or Visit for deals directly in Kanban view:
Scheduled activities will be listed below each deal card:
Click on Call, Email or Message blue icon if you need to contact your clients immediately:
Move deals between stages easily by using drag & drop:
The number located next to the deal stage name indicates the total number of deals under this stage. Under deals stage name you will find the total amount of deal opportunity (how much these deals can bring if closed won).
The final Close Deal stages (Lost or Won) are hidden by default. Drag & drop deal card to the bottom to close this deal either Won:
You can add Closed Lost & Closed Won deal stages to the Kanban view columns with the help of the filter field Stage Group:
Closed Won & Lost stages will appear in the kanban view: