Kanban view is a card-based view that displays the data in an organized manner for better comprehension. For example, you can segregate the leads based on their status or categorize the sales depending on different stages. This sort of information gives better insights about the potential bottlenecks and lets you fix them effectively.
Below is an instance, where the leads are listed down based on their current state along with their probable revenues. The information is displayed in two ways: List View and Kanban View.
In comparison to List View, where all the records are listed one after the other, a Kanban view segregates your data based upon the lead status giving a clearer picture. You can also view the aggregate revenue under each status. You can create such kanban views for all modules except Tasks, Calls, Meetings, Visits, Finances. There are two types of Kanban views in Zoho CRM: Pre-defined and Customizable.
A) Pre-defined – Pre-defined kanban views are available for Tasks, Calls, Meetings, Social, Visits, Deals, and SalesInbox and can be viewed by users in all the editions. Below is the CRM view for Activities module that is categorized based on Customers, Open Deals, Leads/Contacts and Others.
B) Customizable – You can create a customized Kanban view for any module. To create a kanban view you have to enter the following details:
You can create multiple Kanban views per module (which will vary depending on the edition).
Users will have the ability to save multiple Kanban views, each with a different 'Categorize By' field. This will help streamline the user experience, making it more convenient and less laborious for users who regularly utilize the Kanban view.
within the Deals module
Business Scale -Creating a kanban view will give you precise information about all the records at one click. You can create a kanban view for all the modules except activities, visits and finances.
To create kanban view
Re-ordering is user specific. If User A reorders their list views as 1-2-3, it will not affect User B's view. They can re-order it to 2-1-3.
After you create kanban view for a module, you can either add or delete the information based on your requirement.
To edit the kanban settings
In addition to viewing the record details in an organized manner you can perform several other operations from the kanban view. Let us take a look at each of them:
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