How does the kanban board view help manage deal pipelines?

Heffl's kanban board provides visual pipeline management with drag-and-drop functionality. See all deals at a glance, move deals between stages instantly, and get real-time pipeline insights with customizable views and filters.

Visual pipeline management that makes deal tracking intuitive:

Visual Pipeline Overview

  • All deals displayed in intuitive columns by stage
  • Color-coded deal cards for quick identification
  • Deal value and probability visible at a glance
  • Activity indicators and last contact information

Drag-and-Drop Functionality

  • Move deals between stages with simple drag-and-drop
  • Automatic stage progression tracking
  • Bulk deal operations and updates
  • Stage-specific automation triggers

Customizable Views

  • Filter by deal owner, value, or probability
  • Sort by various criteria (date, value, activity)
  • Custom board layouts and configurations
  • Save and share custom views with team

Real-Time Insights

  • Pipeline value and deal count per stage
  • Average time in each stage
  • Conversion rates between stages
  • Bottleneck identification and alerts

Team Collaboration

  • Shared board access for entire team
  • Real-time updates and notifications
  • Deal assignment and ownership tracking
  • Activity feeds and collaboration tools
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