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.
💡 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!