How it works

• View creation - In any pipeline, click the view dropdown, select "+ New," choose Kanban layout, and select your grouping field (usually Stage).

• Stage management - Each column represents a stage; drag cards between columns to update their status instantly with visual feedback.

• Card customization - Configure visible fields on cards through View Settings → Add Card Row to show Amount, Company, or other key data.

• Stage options - Click the dropdown on any stage header to hide/show stages or add calculations like count, sum, or average.

• Sorting cards - Use the Sort button to arrange cards within each stage by Amount, Score, or Close Date while maintaining groupings.

• Filtering - Apply filters to show only relevant records across all stages, such as "Dalil Score > 50" or "Owner is Me."

• Compact mode - Toggle compact view for a denser layout when managing many records across multiple stages.

Tips

• Use Kanban view during pipeline reviews to visually track deal progression

• Apply filters to focus on your own deals or high-priority opportunities

• Configure card rows to show the most decision-critical information

•  Hide completed or inactive stages to reduce visual clutter

FAQ

Q: Can I customize which stages appear?

 A: Yes, use Settings → Visible columns to show, hide, or reorder stages.

Q: How do I add new stages to my Kanban? 

A: Stages are defined at the entity level. Add new status options in field settings.

Q: Can I group by fields other than Stage? 

A: Yes, any select-type field can be used for Kanban grouping, not just Stage.