Kanban view is a workflow visualization tool. It is especially useful for companies in which managers work with a large number of deals.
Using kanban, an employee always knows which clients to contact, make a delivery, or send an invoice.
How it works
Kanban view can be used for all CRM elements that have statuses (stages) - leads, deals, invoices and quotes.
For example, let's try to use Kanban view for deals.
Click CRM > Deals > Kanban.
Here you can see all deals and their statuses. Red counters show how many deals require your attention.
You can get to the Contact Center or import data in one click.
Each card in Kanban has Activities button.
Click this button to know if you plan any activities connected with this deal.
You can schedule activities connected with the deal. Click Schedule, select the type of activity and specify the details, such as the time and subject of the call.
Click the Activities button again to see the scheduled one.