In the Kanban Board, users are able to "drag &amp; drop" each card - selecting a card by clicking on it with their cursor and moving it from one column to another column.

By doing so, the opportunity's stage will be updated automatically in Salesforce.

<i>Drag &amp; drop functionality &amp; Kanban board</i>

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Learn how to drag an opportunity from one stage to another.

Update stages in Kanban Board

Find answers and get help from Intercom Support and Community Experts

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