Tall Emu CRM Quick Start Guide
Using the Kanban View
The Kanban view is a way to visualise and manage data in a natural drag and drop manner. The example Kan Ban style screen below shows the open Opportunities:
The items can be dragged from lane to lane, depending on their status.
In some cases, like Opportunity – further options will appear:
You can drag opportunities on to these items to either delete, mark as won, or mark as lost.
In the case when you mark an opportunity a lost – you can specify a loss reason.
- “More Actions”
- Layouts saving
- Change Password
- Setting up layouts