Kanban board is one of the ways to work with leads and deals in CRM. It helps manage sales and interact with elements by dividing the process into stages.

Such a visual display helps to quickly navigate and plan your work with leads and deals.

The board is a virtual planner for working on leads and deals, which consists of certain stages that are created by users.

Each stage is a separate column which contains a lead or a deal.

You can also see how many elements each of the stages contains.

In addition, a useful option for deals is the display of the total cost.

What does this mean? The system calculates the total value of all deals located at each stage of the funnel.

When you hover your cursor, the total cost will be displayed in the primary currency of the Space, as set in the settings. This amount will match the one shown directly above the stage.

In addition, if you're using other currencies for some deals (leads or Smart Objects), their totals are not included in the general amount but are displayed separately. The number of items using each currency is shown in parentheses.

Deals (leads) can be easily moved between stages. To do this, just click and drag the element.

You can also change the order of the stages themselves.

Deals (leads or Smart Object elements) are individual block-style cards placed in the stage you need. Each card contains brief information about the element:

Most elements of the card are interactive, meaning you can interact with them. We discuss this in more detail in another part of the article.

To do this, click on the three-dot icon next to the stage where you want to create a new one. Then, in the menu, select Add stage to the right.

Next, specify its name and select a color. The color can be selected from among the standard ones. Or customize your own using a palette or specifying a HEX code.

In order for the stage to be added to the Kanban board and saved, be sure to click on the check mark.

The stage is now active and can be used for work on deals (leads or Smart Objects).

To do this, click the arrow icon on the desired stage.

As a result, the stage will collapse and save space on your board.

Of course, you can return the stage to its original view at any time. Just click the arrow again.

To do this, click on the three-dot icon next to the stage you want to modify. Then, in the menu, select Edit.

Next, make the necessary changes to the stage name and/or color.

Then click the checkmark to save.

To do this, click on the three-dot icon next to the stage you want to modify. Then, in the menu, select Delete.

However, you won’t be able to delete a stage that still has at least one element assigned to it.

So first, clear the stage of all deals (leads or Smart Objects), and only then proceed with deletion.

Once confirmed, the stage will be removed and will no longer appear on the board.

When you click on the three-dot icon, an interaction menu appears for the deal (lead or Smart Object). It includes the following options: Edit, Copy link, and Delete.

Clicking Edit opens the element card in edit mode. You can make changes to the necessary fields. After that, click Save. The changes will be applied instantly.

Clicking the Copy link will trigger a system notification confirming the action was successful.

You can share this link with colleagues in chat or paste it into your browser's address bar to open the element in a new tab.

Clicking Delete opens a confirmation window.

In the Kanban mode, you can use a typical and detailed way to add elements, which involves filling out all the necessary information in the CRM card at once. To do this, you need to click on the appropriate button.

A new element card will open. It is necessary to fill out all necessary data for work.

Or you can use the quick creation form of elements, which is only available when working with the Kanban board. To do this, you need to click on the plus sign, which is located under the name of each of the stages.

In this form, you need to enter basic data about the element.

As previously mentioned, deal cards (for leads or Smart Objects) on the board include a special indicator that shows whether the element has any related tasks.

Clicking this indicator expands an additional tab containing a list of tasks.

Clicking on the name of a task opens its card, while clicking the priority icon allows you to quickly edit that parameter.

Similarly, deal cards (for leads or Smart Objects) also include an indicator showing whether there are any scheduled activities linked to the element.

Clicking on the activity name opens its card, and clicking the priority icon lets you quickly edit it.

In addition, there’s a dedicated indicator showing the number of notes left in the deal (lead or Smart Object) card.

There is a search bar and filters above the Kanban board.

Filters help to find a certain group of elements that are united by common features. For example, you can configure the display of only those deals (leads) that have the status In progress.

Or find all the elements you are responsible for that have activities scheduled for this week or that were scheduled earlier.

Using the search bar, you can find deals (leads or Smart Objects) by their name.

If you have additional questions or you need to contact the support, send a request to this email [email protected]