Users can easily change the format from the Table view to the Kanban view using the dropdown in the page header.

<i>Access the Kanban board through the pipeline view</i>

Users are able to select the record type of their choice using the dropdown at the top left of the header. By doing so, users can review the opportunities (in their corresponding stages) related to that specific record type in the Kanban board.

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🤝 Want to talk to someone? <a href="https://calendly.com/patrick-at-pod/pod-intro-discussion" rel="nofollow noopener noreferrer" target="_blank">Book a session</a> with one of our specialists!

Learn how to access the Kanban View from Pod's Pipeline

Move from Table to Kanban view

Find answers and get help from Intercom Support and Community Experts

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Track the progress of all tickets related to your company.

Tickets portal.

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