Visualize and manage your "work in progress" by dragging and dropping your records. Add a Kanban view for any SuiteCRM module. Great for sales pipelines, leads pipeline, account pipeline, support team boards, project management, and more.
#279 - How do I close opportunities on the board
Hi,
In our opportunities module we have a few active states for an opportunity and 2 possible closed states: won and lost. In the board settings if I add our active states to the "Display as columns" selection and the closed states to the "Display as closing columns" then I see the active states as I'd expect but not the closed states. This means there is no way to drag an opportunity from one of these active states to a closed state.
I thought a work around would be to click and open the opportunity and set the status but the drop-down is missing, presumably you disable it as it's controlling which column the opportunity is in.
How are we supposed to move opportunities from an active to a closed state on the board?
Thanks
Mike
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"Clicking on the card shows a window of the module but does not present the associated submodules. Simple interface" - rafaingg
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limbertc- lodevlayen
- rafaingg
- piet
- thierryete
- Computo
7 years ago
Hi Mike, When you start dragging a card, you will see Closed Statuses at the bottom of the screen.
Andrey Uymin Project manager, Vedisoft a@vedisoft.ru skype: andrew.uymin
7 years ago
Excellent, I didn't spot that. Thanks