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Using the Kanban Board
Using the Kanban Board

Learn how to access & use Pod's Kanban Board

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

What is the Kanban Board?

Sometimes it becomes difficult to see the big picture in a table format. It's hard to understand the health of your pipeline and the stage of all your opportunities. This is why Pod has the option to switch to a Kanban Board view.

Pod's Kanban Board allows our users to easily get a glimpse at all their opportunities and where they stand in the sales funnel.

How do I access my Kanban Board?

Along the top bar of the Pipeline Dashboard, you will see the ability to toggle between Table and Kanban.

What can I see on the Kanban Board?

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

How do I use the Kanban Board?

There are a few ways you can interact with Opportunities on your Kanban Board.

Update Opportunity stage

Updating an Opportunity stage on your Kanban Board is as easy as dragging & dropping!

Access Opportunity quick actions & details

In the top right corner of each Opportunity card on the Kanban Board, you can access quick actions to interact with that Opportunity. Click the 3 dots to open up this menu.

πŸ’‘ 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!

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