How to mark current status in Kanban view?
Click the step on the path you’re moving to, then click Mark Current Status. The Kanban view is a visual summary of the records in a list view. It gives you a big picture view of all your work and lets you easily sort, summarize, filter, and move your opportunities along your pipeline.
Can you use the kanban view as a workspace?
You can use the Kanban view as a workspace. Let’s check out the Kanban view for opportunities. Select the Opportunities tab. Select the All Opportunities list view. From the Display As menu ( ), select Kanban.
Where do I find Kanban in Salesforce.com?
Select the Opportunities tab. Select the All Opportunities list view. From the Display As menu ( ), select Kanban. We’ve picked the All Opportunities list view because it gives us the most data to work with in this unit, but you can view the Kanban view on almost any list view.
How do you delete a record in Kanban?
If you need to make other changes, you can do that, too. Just click the down arrow on a Kanban card, and select Edit (1). Make whatever change you need in the record right within the Kanban view. You can also delete a record or change the opportunity’s owner.
How to work with opportunities in the kanban view?
The opportunity cards within the swim lanes show where in the process the opportunities are. You can drag the opportunities to different lanes to move them from one status or stage to another. The Kanban view is not supported in the Dynamics 365 for Phones mobile app.
What do the lanes mean in the kanban view?
The lanes in the Kanban view represent the default statuses or business process flow stages of opportunities. The opportunity cards within the swim lanes show where in the process the opportunities are. You can drag the opportunities to different lanes to move them from one status or stage to another.