Kanban Board for Zoho CRM - FAQs
What is the Kanban Board for Zoho CRM extension?
The Kanban Board for Zoho CRM extension is a powerful visual tool that enhances your sales pipeline management. It provides real-time visibility into the various stages of your sales process, allowing you to focus on driving sales rather than manually monitoring each deal's status. With a user-friendly drag-and-drop interface, it also allows you to move tasks between different stages, making your workflow more efficient.
How can I use the Kanban Board extension to manage my sales pipeline?
With the Kanban Board for Zoho CRM extension, you can create multiple Kanban boards based on a module's list view or ownership of records in Zoho CRM. This extension allows you to visualize and track where each deal stands in your sales pipeline, helping you focus on driving sales rather than checking for status updates.
Can I customize the columns on my Kanban board?
Yes, you can fully customize the columns on your Kanban Board based on the fields you select from a drop-down list. This gives you the power to view and manage your sales data in a way that best suits your needs. Also, the columns can be differentiated using colors.
Does the Kanban Board extension support custom modules & custom fields?
The Kanban Board extension allows you to create custom modules and custom fields within Zoho CRM.
Is it possible to create multiple Kanban boards?
You can create multiple Kanban boards for different projects, sales pipelines, or any other processes you manage in your Zoho CRM.
How do I add tasks to a Kanban board?
You can add tasks directly from the Kanban board interface:
- Click on the "+" button in the column where you want to add the task.
- Enter the task details and assign them to a team member if needed.
Can I assign tasks to team members from a Kanban board?
You can assign tasks to team members directly from the Kanban board. When creating or editing a task, select the team member you want to assign it to.
How does the drag-and-drop functionality work?
The drag-and-drop functionality of the extension is a key feature that allows you to easily update tasks' status. Simply click on a task card and drag it to the desired column. This intuitive process ensures that your tasks are always in the correct stage, reflecting their current status.
Can I filter and sort tasks on a Kanban board?
Yes, you can filter tasks based on criteria such as priority, due date, and assigned user. You can also sort tasks to prioritize the most critical ones.
How often does the Kanban board data sync with Zoho CRM?
The Kanban board data syncs with Zoho CRM in real time, ensuring that any updates made on the board are immediately and accurately reflected in your CRM records and providing you with the most up-to-date information.
Can I track the progress of my sales pipeline using a Kanban board?
Absolutely! A Kanban board is ideal for visualizing and tracking the progress of your sales pipeline. You can see which deals are in which stages and move them through the pipeline by dragging and dropping.
Is it possible to delete a card in a Kanban board?
Yes, it is possible to delete a card in a Kanban board. However, please note that once a card is deleted, this action cannot be undone. Make sure to verify that you no longer need the card before deleting it.
Is it possible to delete a Kanban board?
Yes, it is possible to delete an entire Kanban board. Similar to card deletion, once a board is deleted, this action cannot be undone. Ensure that all necessary data is backed up or no longer required before deleting the board.
Can I share a Kanban board with my team members?
Yes, you can share Kanban boards with your team members so that everyone can collaborate and stay updated on the progress of deals.
Is the Kanban Board extension available on the mobile app?
No, the Kanban Board extension is only available for the desktop version of Zoho CRM.
How do I report issues or get support for the Kanban Board extension?
If you have any issues or need support, contact our support team at support@zohoextensions.com or visit the help documentation and user guides on the extension listing page.
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