Kanban Board Guide Visual Deal Management
Learn how to use the drag-and-drop Kanban board for intuitive deal management, quick status updates, and team visibility.
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The Kanban board view is a visual, intuitive way to manage your deal pipeline. With drag-and-drop functionality, you can quickly move deals between stages, oversee team workload, and identify bottlenecks.
This guide shows you how to maximize the Kanban interface for efficient deal management.
Working with the Kanban Board
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1. Open Kanban View
Navigate to Deals in the main menu. The Kanban view is the default view that shows immediately.
View layout:
- Columns: Each column represents a pipeline stage
- Cards: Each card is an individual deal
- Headers: Column headers show stage name and deal count
- Colors: Optional color coding per deal priority or type
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2. Read Deal Cards
Each deal card shows important information at-a-glance:
- Deal name: Title of the deal
- Contact name: Primary buyer/seller
- Deal value: Expected transaction value
- Property count: Number of linked properties
- Owner avatar: Assigned agent
- Closing date: Expected closing date (if set)
- Days in stage: How long deal has been in current stage
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3. Drag-and-Drop Deals
Move deals between stages with intuitive drag-and-drop:
To move a deal:
- Click and hold on deal card
- Drag card to new stage column
- Drop card in target column
- System updates deal status automatically
- Team receives real-time nietification
Visual feedback:
- Card highlights during drag
- Drop zone indicators in columns
- Smooth animation during move
- Toast nietification on successful update
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4. Card Ordering Within Columns
Within each column you can also reorder deals to indicate priority:
- Drag deals up/down within same column
- Top position = highest priority
- System remembers your preferred ordering
- Ordering is per-user (teamlids see their own order)
Sorting options:
- Manual: Your custom drag-drop order
- By value: Highest value deals first
- By date: Oldest/newest deals first
- By closing date: Soonest closing first
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5. Filtering and Searching
Filter the Kanban view to stay focused:
Filter options:
- By owner: Show only your deals or specific teamlid
- By value range: Filter by deal value (€50K-€100K, etc.)
- By closing date: Deals closing within specific timeframe
- By property type: Filter by linked property types
Search functionality:
- Search by deal name, contact name, property reference
- Real-time filtering as you type
- Highlighted matches in cards
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6. Quick Actions from Cards
Each deal card has quick action buttons for common tasks:
- View details: Click card to open full deal view
- Edit: Quick edit icon for fast updates
- Add niete: Add niete directly without full view
- Schedule viewing: Quick meeting scheduling
- Send email: Direct email to contact
- More actions: Menu with additional options
Hover actions:
- Hover over card for quick preview
- See recent activities
- View linked properties
- See teamlids
Pro Tips for Kanban Efficiency
Frequently Asked Questions
What happens if I accidentally move a deal?
You can immediately drag the deal back to the previous stage. The system tracks all status changes in the activity log, so you can always see what happened and when. For extra safety, you can also use the undo function immediately after the move.
Can I add custom columns?
Yes! You can add custom pipeline stages via Settings > Pipeline Configuration. New stages automatically appear as columns in the Kanban view. You can also rename stages, reorder them, and set business rules per stage.
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