The Kanban View in the Opportunity Module helps sales teams visually manage opportunities based on their sales stage.
This view works exactly like the Prospect Kanban Board, with the same drag-and-drop functionality, detailed lead cards, and real-time status updates.
🔁 How to Access Kanban View
- Click the black Kanban View button ( III ) near the Add button.
- This switches the screen from list view to Kanban board view.
🧩 Kanban Columns in Opportunity
Opportunities are automatically sorted into columns based on their Opportunity Status:
- Requirement Gathering: For opportunities where you are still understanding client needs.
- Preparing Quote: You’ve gathered enough details and are working on a proposal or pricing.
- Quote Submitted: You have submitted a quote or proposal and are waiting on feedback.
- Negotiation: You are in active back-and-forth discussions on pricing or scope.
✋ Drag-and-Drop Functionality
- You can drag any opportunity card from one column to another.
- When dropped into a new column, the status is automatically updated to match that stage.
✅ This helps keep the pipeline clean and reflects real-time progress on each deal.
🔍 Opportunity Card Actions
Each card on the board has two key buttons:
- VIEW: Opens full details of the opportunity.
- Follow-Up (Green Button): Opens the Follow-Up form directly so you can log updates.
📌 Other Features (Same as Prospect View)
- Visual separation by status
- Clear identification of owners, timestamps
- Real-time updates to the backend
- Easier decision-making through a pipeline snapshot
The Opportunity Kanban View gives sales teams a quick, action-oriented view of all deals and ensures nothing falls through the cracks.