Prerequisites to View Deals in Kanban View – Kylas CRM

• Permissions: Any user with Create and Update Deal access and Read All access on Products & Services.

• Product Plans: Available on Embark and Elevate plans.

• 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.

• 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.

• Click on the Kanban View icon (typically shown as stacked cards or columns).

• 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).

• Each column represents a stage of your sales pipeline.

• 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.

• 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:

  • Add notes

  • Update information

  • Add tasks/reminders

  • Log calls/emails

  • Mark as Won/Loss