---
sourceDocument: Xanadu Sales Customer Relationship Management
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/xanadu/order-management

 Release :

    - xanadu

ft:locale :

    - en-US

ft:publication_title :

    - Xanadu Sales Customer Relationship Management

ft:clusterId :

    - omgmt

bundleId :

    - omgmt

workflow :

    - Customer and Industry


---

# Track opportunities using the Kanban view

# Track opportunities using the Kanban view {#ariaid-title1}

* Release version: Xanadu
* 
* Updated August 1, 2024
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 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 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.
* Easily updating the state of an opportunity by navigating them in between different stages.
{#opportunity-management-kanban-view__ul_lkf_l3t_c1c}

The Kanban view as part of Opportunity Management in Sales Customer Relationship Management.

## Procedure

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](https://servicenow-prod.fluidtopics.net/Dl7Gzb~E9YKYq9Ds0EFDIw "Create a new product opportunity in the Opportunity Management application by entering the details, such as account, sales stage, sales cycle type, and deal size.").
   {#opportunity-management-kanban-view__ul_cb2_wkt_c1c}