Navigate your Kanban Board

Learn how to access & use Pod's Kanban Board

Patrick Monnot avatar
Written by Patrick Monnot
Updated over a week ago

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)

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