Using the Kanban Board

The Kanban board provides a visual overview of your entire sales pipeline. See all your deals organized by stage, drag and drop to move deals forward, and quickly identify bottlenecks in your sales process.

Accessing the Kanban Board

Navigate to CRM → Deals
Click the Board toggle (next to Table)
The Kanban view displays your deals as cards in stage columns

Understanding the Board Layout

Columns

Each column represents a stage in your pipeline:

Header: Stage name, deal count, and total value
Body: Deal cards in this stage
Footer: Stage summary (when expanded)

Columns are arranged left-to-right following your pipeline stage order.

Deal Cards

Each deal appears as a card showing:

Deal name
Company name (if linked)
Deal value with currency
Expected close date
Owner avatar
Status indicator (overdue highlighted in red)

Click any card to open the deal detail page.

Moving Deals

Drag and Drop

The primary way to move deals between stages:

Click and hold a deal card
Drag it to a different column
Release to drop it in the new stage

The deal updates immediately, and the activity log records the stage change.

Movement Validation

When dropping a deal:

Success: Deal moves instantly
Required Fields: If the target stage requires custom fields, a dialog prompts you to fill them before the move completes

If a deal won't move, check if the destination stage has required fields that need to be completed.

Moving to Won or Lost

To mark a deal as won or lost from the Kanban:

Drag the deal card to the Won or Lost column (if visible)
Or click the deal to open it and use the Mark as Won/Mark as Lost buttons

Filtering the Board

By Pipeline

Use the pipeline dropdown to show deals from a specific pipeline. Each pipeline has its own set of stages.

By Owner

Filter to see only deals assigned to a specific team member or "My Sales" for your own deals.

Search

Type in the search bar to filter deals by:

Deal name
Company name
Contact name

Matching deals remain visible; non-matching deals are hidden.

Board Display Options

Collapsing Columns

For crowded boards, collapse stages you don't need to see:

Click the collapse icon on a stage header
The column minimizes to show only the header
Click again to expand

Scrolling

Horizontal: Scroll left/right to see all stages
Vertical: Scroll within a column to see more deals

Viewing Stage Metrics

Each column header shows:

Metric	Description
Deal Count	Number of deals in the stage
Total Value	Sum of all deal values in the stage

These update in real-time as you move deals.

Board vs. Table View

Feature	Kanban Board	Table View
Visual overview	Excellent	Limited
Drag-and-drop	Yes	No
Sorting	By stage only	Multiple columns
Bulk actions	Limited	Full support
Detail density	Less	More
Best for	Pipeline visualization	Data analysis

Switch between views using the toggle buttons in the top-right corner.

Working with the Board

Daily Pipeline Review

Open the Kanban board
Scan from left to right
Identify deals requiring action:
- Overdue close dates (red dates)
- Stale deals (too long in stage)
- Ready to advance (completed stage requirements)
Drag deals forward or mark as won/lost

Pipeline Meetings

Use the Kanban board during team pipeline reviews:

Filter by owner for individual reviews
Walk through stages left to right
Discuss deals stuck at each stage
Move deals as decisions are made

Identifying Bottlenecks

Look for stages with many deals that aren't progressing:

Many deals in early stages: Lead generation is strong, but qualification may be slow
Many deals in proposal stage: Sales team may be waiting on customer decisions
Few deals late-stage: Pipeline may need more qualified opportunities

While the board is focused:

Arrow keys: Navigate between deals
Enter: Open selected deal
Escape: Deselect

Mobile Considerations

On smaller screens:

Columns stack vertically or scroll horizontally
Touch and drag works for moving deals
Consider using Table view for complex operations on mobile

Tips for Effective Use

Keep Stages Clean

Move deals promptly as they progress
Mark lost deals instead of leaving them stale
Archive or close deals that aren't active

Use Consistent Naming

Deal names that include company and context are easier to scan:

Good: "Acme Corp - Enterprise License"
Less clear: "Big Deal"

Review Regularly

Daily: Quick scan for urgent items
Weekly: Full pipeline review
Monthly: Analyze stage conversion rates

Color Coding

If your pipeline uses stage colors:

Lighter colors for early stages
Darker colors for later stages
Consistent colors help quick recognition

Troubleshooting

Deals won't drag

Check if you're trying to move to a stage with required fields. The deal will prompt you to complete those fields first.

Column is empty but should have deals

Check your filters. You may be filtering by owner or pipeline that excludes some deals.

Can't see all stages

Scroll horizontally. Or some stages may be collapsed — click to expand them.

Cards look different sizes

Deal cards expand to show available information. Cards with more details (company, contacts) may appear larger.

FAQ

Can I reorder columns?

Columns reflect pipeline stage order. To reorder columns, edit the pipeline stage order in Pipeline Settings.

Is there a limit to deals per column?

No technical limit, but many deals in one column can make browsing difficult. Use search and filters to manage busy pipelines.

Can I see deals from multiple pipelines?

The Kanban shows one pipeline at a time. Switch pipelines using the dropdown selector.

How do I see closed deals?

Won and Lost deals move to their respective terminal stages. Filter by status to see all won or lost deals in the Table view.

Can I print the Kanban board?

Use your browser's print function. Consider switching to Table view for better print formatting.