View Options
Displays each deal as a card. This makes it easy to see deal details at a glance.Best for: Quick browsing and visual overview.
Displays deals in a spreadsheet-style table with rows and columns.Best for: Users with many deals who need to scan and sort quickly.
Displays deals in a CRM-style board with columns for each stage.Best for: Managing your deal pipeline and tracking progress.
Using Kanban View
Kanban view organizes deals into stages:1
Switch to Kanban
Click the Kanban view option on the Deal page.
2
Drag and drop
Move deals between columns as their status changes.
3
See your pipeline
Get a clear view of where all your deals stand.
Kanban view makes it easy to see your entire pipeline at once and manage deal flow.