How can I use the Opportunity Tiles on the Kanban View?

 Last Revised:      Written by Veloxity CRM    Time Estimate: About 3 minutes to read. Version 2.0

Step-by-step guide

Each Opportunity is displayed as a tile on the Kanban View:




Quickly visualize the Opportunity Size, Opportunity Name, Account, Contact, Forecasted Amount, and Anticipated Close Date.

  • Notice the anticipated close date is highlighted in red when the date has passed alerting you that this Opportunity needs attention.
  • Hover over the tiles for more detailed information on the Account, Contact, Forecast, and Opportunity Record.
  • Easily click these links to be redirected to the record view.