CRM - View Mode - Kanban | List | Table

In CRM, it is possible to choose different view modes to track and manage opportunities or leads. Each mode organizes the information in a different way, making analysis and tracking easier according to the user's needs.

Kanban

The Kanban mode presents the 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 progress of the deal.

This mode is ideal for:

• Quickly viewing the progress of opportunities

• Managing the sales funnel flow

• Moving opportunities between stages in a practical way

List

The List displays the opportunities in simple rows, showing the main information of 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 Table presents the data in a format similar to a spreadsheet, with rows and columns.

In this mode it is possible to:

• View more fields at the same time

• Compare information between opportunities

• Use sorting to organize the data

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

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