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:

guide-post-img-32

The items can be dragged from lane to lane, depending on their status.

In some cases, like Opportunity – further options will appear:

guide-post-img-33

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
  • Calendar/Activities
  • Change Password
  • Setting up layouts
  • Calendar