Sometimes, in a table format, it becomes difficult to see the big picture: understanding the health of your pipeline and the stage of all your opportunities.
Pod's Kanban Board allows our users to easily get a glimpse at all their opportunities and where they stand in the sales funnel.
Each column represents an individual opportunity stage. Under each column, you will a series of cards, corresponding to the opportunities in that current stage. Each card is an opportunity. On the card, you'll find:
The opportunity name
The related account
The Close date
The Amount
Various objects (to be explored later)
Related Articles:
...
💡 Need help? Send us a message via the in-app chat or email us at [email protected].
🤝 Want to talk to someone? Book a session with one of our specialists!