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.

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.