Last Revised: 18 Sep 2020 Written by Veloxity CRM Time Estimate: About 3 minutes to read. Version 2.0
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.