> For the complete documentation index, see [llms.txt](https://docs.sprinthub.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.sprinthub.com/en/topics/general/crm/crm-common-questions/crm-view-mode-kanban-or-list-or-table.md).

# CRM - View Mode - Kanban | List | Table

No **CRM**, it is possible to choose different **view modes** to track and manage opportunities or leads. Each mode organizes the information differently, making analysis and tracking easier according to the user's needs.

{% embed url="<https://youtu.be/x-E7Fe0FUnM>" %}

#### Kanban

The mode **Kanban** displays opportunities in **columns organized by the stages of the sales funnel**.

Each opportunity appears as a **card**, which can be **dragged between stages** to update the deal progress.

This mode is ideal for:

* Quickly view the progress of opportunities
* Manage the sales funnel flow
* Move opportunities between stages in a practical way

#### List

The mode **List** displays opportunities in **simple rows**, showing the main information for each record.

This format makes it easier to:

* Quickly view multiple opportunities
* Navigate between records more directly
* Access the details of each opportunity

#### Table

The mode **Table** presents the data in a format similar to a **spreadsheet**, with **rows and columns**.

In this mode it is possible:

* View more fields at the same time
* Compare information between opportunities
* Use sorting to organize the data

This format is suitable for more detailed analyses and information organization.

💡 **Tip:** you can switch between view modes as needed, choosing the format that best fits your type of analysis or opportunity management.


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
GET https://docs.sprinthub.com/en/topics/general/crm/crm-common-questions/crm-view-mode-kanban-or-list-or-table.md?ask=<question>&goal=<endgoal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.