Kanban Views

You now have the power to visualize your Job, Customer, and Vendor data in a way that helps you manage your processes from lead capture to project completion.

Create Kanban views to graphically display records as cards organized into columns based on your custom field values. Dragging a cards to another column will update the custom field value. You can customize which fields and how many to show on the cards.

Use Kanban views to track your leads and sales pipelines, job statuses, and more.