Use the Kanban View for project management in Insightly CRM (Insightly Insights)
1:09
YouTubeInsightly CRM by Unbounce
Use the Kanban View for project management in Insightly CRM (Insightly Insights)
Kanban is a card-based view of your Projects, Opportunities, or Leads. With a selected pipeline at the top, the kanban view displays up to 200 records in movable cards below each stage of the pipeline. Note: Kanban view only shows current leads and not leads that have been converted to opportunities and closed. To view projects or opportunities ...
502 viewsAug 12, 2022
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Your success is our success! Thank you for trusting Insightly and sharing valuable feedback with us. We look forward to continuing to grow alongside your businesses. 🧡 If you're still deliberating on a CRM, check us out on G2: https://bit.ly/457VJA9 | Insightly CRM by Unbounce
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