About the Opportunity Kanban

The Kanban board is accessed via the left hand side navigation.

It is a visual representation of your Opportunity records and can be used to progress applications through the Opportunity statuses. Add Notes to records or start new Opportunities all in one place.

Each Status column will automatically display the first 25 Opportunity records in that status. You can scroll down to see more records. The total number of Opportunity records in that status is displayed in brackets.

You can alter the Filters and save as a View. 

Saved Views are available in the View Filter.

You can move Opportunities into new Statuses by dragging them into columns. Auto Actions for the new status will appear automatically.