How do I segregate leads using the Kanban view and how can I customize the view?

How do I segregate leads using the Kanban view and how can I customize the view?

Kanban view segregates records based on a picklist value. For example, if you get leads from different sources and have added Lead Source as a picklist field in the module, you can select this field so that the leads are categorized based on their source.

To customize the view:
  1. Go to any module in Zoho CRM.
  2. Select the Kanban View icon in the module list view.
  3. Select the desired picklist in the Categorize By option in the Kanban View Settings. 

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