Kanban view is a workflow visualization tool.
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.
You can easily create a new deal by clicking Quick Deal.
Fill in the fields and the new deal is created.
Work with Kanban
You can schedule Call, Visit, Meeting or Task without opening a deal form.
Or make a phone call, send a message or an email to a client. If one of the buttons is not active (grey), there is no such contact information added for this contact or company.
You can perform group actions using Kanban view. Just click deals cards and select an action.
Move deals between stages
Move deals between stages easily by using drag & drop. The final Close Deal stages (Lost or Won) are hidden by default. Drag & drop deal card to the bottom to close or delete this deal.
Under deals stage name you can find the total amount of deal opportunity (how much these deals can bring if closed won). When you move a deal to the other stage, this amount is automatically recalculated.