Update: The Opportunity Kanban board has been improved and the new tiles now provide more information about the opportunity, such as expiry date, finance date transaction type and settlement date. There is also a sorting option available in the Kanban board, making it easier for you to manage your opportunities.
Keep track of your pipeline and manage all your sales opportunities from the same page. The Kanban provides a visual representation of Opportunity records, with the added bonus of drag and drop functionality allowing you to progress applications in seconds. To access the Kanban, simply navigate to the main left-hand menu in the CRM app.
The Kanban displays your Opportunities in a series of columns, based on their statuses. Each status column will automatically display the first 25 records for that status. You can scroll down to see more records. The total number of Opportunity records in that status, and volume of loan amount are also displayed in brackets at the top of the status column.
You can choose the sort order the entire Kanban and separately choose the sort order of individual statuses as you wish.
How to select the Sort Order for the entire Kanban
You can select the Sort Order for the entire Kanban using the Sort Board By drop down.
The following Opportunity field options are available:
Finance Due Date
Settlement Due Date
Pre-App Expiry Date
Last Modified Date
Creation Date
Loan Amount
Lender Name
Opportunity Name
Last Status Change Date
Your selection will be applied to all Kanban statuses where a separate individual status sort is not selected.
How to select the Sort Order for an individual Kanban status
You can choose to apply Sort Orders on specific Kanban statuses. Click the arrows icon at on the Status header and select from the Opportunity field options as per the above list.
How to create a custom view in the Kanban
You can create your own personalised Kanban views so that you can easily drill down to see the data that is most important to you.
The powerful filter functionality allows you to:
View opportunities in your My Workspace.
View specific opportunity types.
View specific transaction types.
View opportunities in specific statuses.
View opportunities assigned to specific users.
View opportunities with a specific lender.
You can also save your preferred view, so that you can easily access it next time. Here's how to create a Saved View:
Select your desired filters (see above).
Click Save As View.
Give your Saved View a title and hit Save button
Your Saved View will be available in the Saved View drop-down.
How to manage Opportunities from the Kanban
The Kanban allows you to view Opportunities as they move through statuses, so that you can pin-point bottlenecks in your workflows and identify opportunities to generate more business.
You can also manage opportunities from the Kanban. By dragging an Opportunity to a new column, you will progress its status and trigger any corresponding auto-actions you have in place, such as sending an email, SMS or creating a task.
You can also add notes to an opportunity or move it to another branch by expanding the three dot menu on the card.
