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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Opportunity Line Item
Line Items in your Opportunity are used to record the products and/or services that your prospective customer may be interested in buying. You can add as many more as needed and you can modify the values and quantities as you learn more about the Opportunity.
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