Tired of list views? Looking for a dynamic views to show your cases
or opportunities in all new way?
Here we go, Salesforce introduced Kanban views for us to have better visibility
or opportunities in all new way?
Here we go, Salesforce introduced Kanban views for us to have better visibility
of our cases/opportunities and their journey from opening to closure.
A case kanban allows you to visually summarize all of the cases for your agents,
by status or priority. It's not only a board, but also a drag and drop tool
that will help agents keep their cases moving towards resolution.
that will help agents keep their cases moving towards resolution.
Similarly an opportunity Kanban display opportunities from a particular sales path
Let's take a closer look at what all we can do with Kanban
Track a Deal with Path

Display opportunities by Sales path

Move an Opportunity to the Next Stage

Take Action on Your Records

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