Kanban is a visual system for managing work as it moves through a process. Now your business can quickly see visuals of sales funnel stages and other day-to-day functions for tasks, cases, invoices and custom modules while working in SuiteCRM.
Highlevel Overview
The Kanban Views add-on developed by Helfertech visualizes both the process (the workflow) and the actual work passing through that process.
Kanban Views Advantages
- Get a clearer overview of how the workflow is going
- Configure various work stages on the Kanban board
- Admins can create Kanban boards for all users
- Users can modify boards for their own use plus add private boards
- Users can drag-and-drop cards to different columns and the status will automatically update
Kanban Lists
Lists keep cards organized in their various stages of progress. They can be used to create a workflow where cards are moved across lists from start to finish, or simply act as a place to keep track of ideas and information. You can arrange them however you like.
Kanban Cards
Cards can be customized to hold a wide variety of useful information. By clicking on them, it displays more information about the description. Drag-and-drop cards across lists to show progress.
To learn more about this solution, go to Kanban Views or search for "Kanban."
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Google Login
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Accounts Global View
Quickly visualize account structure including Accounts Member Organizations. View Opportunities with totals per sales stage, Quotes, Invoices and Contacts for an account and its members.
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