Update stages in Kanban Board

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

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

In the Kanban Board, users are able to "drag & 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.

Drag & drop functionality & Kanban board

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