Managing Deals with the CRM Kanban Board

The Kanban Board provides a dynamic, visual representation of your sales pipeline. It organizes deals into clearly defined stages, making it easier for sales teams to track progress, manage workloads, and optimise conversions. With intuitive drag-and-drop functionality and powerful filtering options, the Kanban Board turns complex data into clear, actionable insights.

Core Components of the Kanban Board

• Duration Selector
  Set a specific time range using Start Date to End Date.
  This defines the reporting period for deals displayed on the board.
•  Pipeline
  Choose the pipeline you want to view or manage.
  Each pipeline has its own set of stages tailored to your sales process.
•  Category & Product
  Filter deals by category (e.g., new business, renewal, upsell) and associated products.
  Use the Start Typing to Search bar for quick access.
•  Filters Panel
  Date Filter On– Apply date-based filters for better timeline control.
  Deal Value Filter– Enter a minimum and maximum deal value to display only relevant opportunities.
  Agent – Filter deals by assigned sales agents.
  Deal Watcher – View deals being monitored by specific team members.
  Lead – Filter by associated leads.
•  Deal Stages
  Each column on the Kanban board represents a deal stage in your pipeline, such as:
  Generated
  Qualified
  Initial Contact
  Scheduled Appointment
  Proposal Sent
  Win / Won
  Lost
  Users can drag deals from one stage to another as they move through the sales process.

Add Deal

• You can quickly create new deals directly from the Kanban Board by clicking Add Deal.
• This opens a structured input form to capture all relevant deal information, ensuring nothing is missed.
• Add Stage:Need to customize your pipeline Use the Add Stage option to introduce new stages specific to your sales cycle.
• Add New Deal Stage Form Includes:
• Pipeline – Select the pipeline this new stage belongs to.
• Deal Stage Name– Enter a clear, descriptive name for the new stage.
• Label Color – Choose a color to visually differentiate the stage for easier tracking.
• New stages will appear as additional columns in the Kanban view and can be reordered or renamed as needed.

Why Use the Kanban Board?

• Visual Clarity: See where every deal stands in real time.
• Sales Momentum: Easily identify bottlenecks and take action.
• Custom Workflows:Tailor stages and filters to match your exact sales process.
• Efficiency: Quickly create, edit, and move deals—all in one place.