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
