Track opportunities using Kanban view

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

    • Personalize and manage the opportunities information that is most relevant to you and your stakeholders using the Kanban view.

    Antes de Iniciar

    Role required: sales_agent

    Por Que e Quando Desempenhar Esta Tarefa

    A Kanban view is a visual representation of the data that enables you to drag and drop the data records according to the business flow. The Kanban view feature in Opportunity Management provides the following benefits:
    • Viewing the opportunities of all stages and filtering them on the basis of sales cycle types.
    • Updating the state of an opportunity by navigating them in between different stages.
    • Viewing the auto-calculated rollup amount (in the base currency) on the sub-header for all opportunities in Kanban lane.

    The Kanban view as part of Opportunity Management in Sales and Order Management.

    The image shows the Kanban view in Opportunity Management

    Procedimento

    1. Navigate to the List view and select Opportunity - All.
    2. Select the View Kanban button.
      • To change an opportunity state, drag the opportunity card from one state and drop it into another state.
      • To view the opportunities of different sales type, use the Filter by option on the page.
      • To create a new opportunity directly from this page, select the Create Opportunity button. To learn more, see Create an opportunity.