What are the benefits of Kanban view?
The Kanban view is a card-based view that displays records in different categories. The user can choose the criteria for the categories. For example, customers can be segregated based on the industry they belong to or the type of product they want to purchase. Similarly, deals can be organized based on their stage to give an idea of their progress, which stages experience bottlenecks, and how much revenue is expected to be generated.
A Kanban view allows you to organize the data in a way that is easily comprehensible to every team member and gives you important insights about the records.
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What are the predefined and customizable Kanban views?
There are two types of Kanban views: Predefined: Predefined kanban views are available for the Social, Visits, Deals, and SalesInbox modules and are available in all editions. Customizable: You can create a Kanban view for other modules. You will ...
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 ...
What does the Unaccounted column in the Kanban view mean?
The records that don't have a value in the picklist field that is selected to categorize the Kanban view will be listed in the Unaccounted column. This can also happen if the picklist value for a record is changed to "None". For example: If the value ...
How is Kanban view different from the Kanban Board extension?
Kanban view is a built-in option to customize the way records are displayed in a module. It is available for all editions of Zoho CRM. Kanban Board is an extension developed by Zoho Corporation that is available in Zoho Marketplace. It allows you to ...
Can I perform bulk operations in Kanban View?
Yes, you can perform the following bulk operations: Sending mass emails Creating tasks Creating macros Deleting records Changing owner Mass updating a field Mass conversion To perform a mass operation, select multiple records, click the More icon, ...