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  • Adam Curwin

Kanban View - Your Pipeline at a Glance

As every quarter comes to a close, we know you are all working hard to close those last minute deals and hit your sales goals. One of the best ways to see your entire pipeline at a glance in Salesforce to follow-up with those end of quarter deals is via the Kanban View. Within the Kanban view, you have access to key Opportunity fields and are even able to move Opportunities to different stages en masse. This is a great way to see overall company or personal needed areas of focus.

 

Level of Difficulty: 1.5 (5 being the hardest)



 

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