The Kanban View

What is the Kanban view?

The kanban view for deals allows you to visualize work at different stages of the deal process. Each card represents a deal; each column represents a stage.

The kanban view shows up when you have 400 deals or less in the view you're looking at.

Accessing the Kanban View

To access the kanban view, click the KANBAN button between the LIST button and the Quick search box.

Accessing the Kanban View if you have more than 400 deals

If you  don't see the KANBAN button, this means that you have more than 400 deals in the current view. There is a way. to still see the kanban view without reducing the size of your list. 

If you can't access Kanban, you may filter your list down to less than 400 deals to get the Kanban view option to show up.

Check out the Deal Lists and Views article for instructions on how to filter a deal list and create views.