Kanban View in Search Results

You can now view the Search Results using Kanban View to manage tasks and have a perfect flow visualization of your Records, Opportunities and Cases.

Kanban Columns

By clicking the “Showing” button, it will give you 3 different options depending on your Search:

Record Kanban Board – it will show the Kanban board by Lead Sales Stage as the default view. You can switch between Lead Status, Lead Sales Stage, and Initial Status (Grade) by clicking the “Showing” button.

Case Kanban Board – it will show the Kanban board by Case Status as the default view. You can switch between Case Status, Case Type, and Case Priority by clicking the “Showing” button.

Opportunity Kanban Board –  it will show the Kanban board by Opportunity Sales Stage as the default view. You can switch between Opportunity Sales Stage, Opportunity Status, Win Probability, and Forecast Date by clicking the “Showing” button.

Switching Page View

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