A table works well to manage records. It is less suited to a pipeline review. The Kanban board shows your deals by stage, so you can see the whole pipeline at a glance and move deals as they progress.
⚠️ Kanban is available on Deals only for now.
Create a Kanban view
Go to Deals
Create a new view
Choose Kanban as the view type
Choose the status that defines your columns: Deal stage or AI Status
A No status column groups the deals that have no value for the selected status.
💡 The view type is set when you create the view. You cannot switch an existing Table view to Kanban, or the other way around. Your existing views stay as tables.
Move deals with drag and drop
Drag a card to another column to change its stage or AI Status
Drag a card within a column to reorder it
Read a deal card
Each card shows the company logo, the deal name and the fields you chose to display. A chip shows how long the deal has been in its current stage. Hover it to see when the deal moved to that stage.
Click a card to open the deal in a drawer. The board stays in place behind it.
Edit fields from the card
You can edit fields directly on the card. Select fields and the owner open a dropdown. Number, text and date fields open a compact input.
Press Enter or click outside to save
Press Escape to cancel
Customize the board
Open the view menu and select Edit Kanban layout. From there you can:
Change the field used to group the columns
Show or hide columns, including No status
Show or hide field labels on cards
Hide empty fields
Add, remove and reorder the fields shown on cards
Add a column calculation
Each view can display one calculation in the footer of every column. Available calculations:
Count empty or filled
Percent empty or filled
Sum, Average, Max and Min, for numeric fields only
Current limits
Columns can only be based on Deal stage or AI Status. Custom status fields are not supported yet.
Column colors reuse the existing status colors.
Kanban is not available on Meetings, Companies or Contacts.
FAQ
Can I switch a Table view to Kanban? No. The view type is chosen at creation. Create a new view and select Kanban.
Why do some deals appear in a "No status" column? These deals have no value for the status that groups your board. You can hide this column in Edit Kanban layout.
Does moving a card change the deal? Yes. Dropping a card in another column changes its stage or AI Status.