Knowledge Base

Requirements: Kanban View is only available to users with Pro Licenses (CRM/Business Pro) as well as those who have purchased the additional ‘Projects’ Extension. The Kanban View for Opportunity records offers users a way to

Opportunities track a potential or pending sale, helping you to track and analyse your sales pipeline

Use Line Items to record the products or services that your customers are interested in buying

Relating the key stakeholders against an Opportunity helps you to ensure that you speak to the right people when trying to win a deal

An overview of how to create Opportunities, and the standard Opportunity fields that are available