The Prospect, Opportunity, and Follow-up Modules feature two advanced view modes: Kanban View and Grid View. Users can toggle between these modes using buttons located in the top-right corner of the grid.
- Kanban View: Offers a visual representation of records, grouped into customizable columns. Users can drag and drop records between columns to update their status or stage, enabling intuitive record management.
- Grid View: Provides a structured, table-like format for detailed data entry and analysis.
These flexible view options enhance user productivity and make it easy to manage workflows efficiently.