Track opportunities using Kanban view

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 1 minute to read

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

    Before you begin

    Role required: sales_agent

    About this task

    A Kanban view is a visual representation of your data that enables users to drag and drop the data records as per 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.
    • Easily updating the state of an opportunity by navigating them in between different stages.

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

    The image shows the Kanban view in Opportunity Management

    Procedure

    1. Navigate to the List view Lists tab. 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 Filter by option on the page.
      • To create a new opportunity directly from this page, select Create Opportunity button. To learn more, see Create an opportunity.