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Access opportunity details in Kanban Board
Access opportunity details in Kanban Board

Learn how to access opportunity details in the Kanban Board

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

Similar to the table in the pipeline view, users can dive deeper into any specific opportunity by selecting one of the available buttons on the opportunity card:

  • Click on an opportunity's name to access the opportunity's side drawer

  • Click on the "..." icon and select from one of the multiple actions (i.e., create a note, log in a new activity, etc.)

  • Select the thunderbolt icon to review similar deals.

Access the details of any opportunities through the Kanban Board

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