Kanban view
Ever wished for a super smart Kanban view of your Salesforce pipeline? Well, here it is.
Today, we are releasing our Kanban view to Weflow users. Any view can be turned into a Kanban view. Here are some things you can do:
As with all view, you can decide to pin and save the Kanban view so that it is quickly accessible at all times.
Go give it a try today.
- Add card properties (up to 8 per card)
- Hide and/or add columns
- Change the grouping i.e. by stage, industry, lead source… you name it
- Adjust the calculation of the column (by amount or by a custom field you'd prefer using)
