How to see deals in Kanban View
Prerequisites to View Deals in Kanban View – Kylas CRM
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Permissions: Any user with Create and Update Deal access and Read All access on Products & Services.
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Product Plans: Available on Embark and Elevate plans.
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Activities to be completed: None.
Step 1: Go to the Deals Module
From the Kylas CRM main dashboard, locate and click on the “Deals” tab in the navigation bar.
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This will take you to the default Deals Listing Page, where deals are shown in a tabular or list format.
Step 2: Switch to Kanban View
On the top-right section of the Deals page (near filters or the search bar), you’ll see a “View Type” icon or dropdown.
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Click on the Kanban View icon (typically shown as stacked cards or columns).
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The view will now switch from list format to Kanban board format.
Step 3: Understand the Kanban Layout
In Kanban view, deals are shown as cards categorized under different deal stages (e.g., New, Contacted, Qualified, Proposal Sent, Won, Lost).
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Each column represents a stage of your sales pipeline.
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You can visually track your deals as they move across stages.
Step 4: Use Filters (Optional)
You can apply filters (e.g., by Owner, Deal Stage, Creation Date, Pipeline, etc.) using the filter bar at the top to view specific deals.
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This is helpful to narrow down your view to only your deals, or deals from a particular pipeline or status.
Step 5: Take Action from Kanban View
You can drag and drop deals from one stage to another directly in Kanban view to update their status.
Click on any deal card to open its detailed view where you can:
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Add notes
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Update information
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Add tasks/reminders
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Log calls/emails
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Mark as Won/Loss
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Step 6: Refresh or Customize View
You can click on Refresh or change pipelines from a dropdown (if multiple pipelines are active).
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Some versions also allow you to customize columns or toggle between pipelines from the Kanban view itself.
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