Introducing the Kanban view in Frappe CRM

Frappe CRM
1

One of the most requested features is here – introducing the Kanban view in Frappe CRM. You can now also view your Leads and Deals on the Kanban board to gain more insights and get a clearer picture of the sales pipeline of your organization.

Features

  1. Set the column value for your Kanban board

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  1. Select the fields such as Lead/Deal name, deal value, contact info, etc. to show on each card

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  1. Rearrange the columns using simple drag-and-drop action

  2. Move the card across various columns to update the data

  3. Directly perform actions like call, take notes, and add tasks for each Lead/Deal from the Kanban view

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  1. Filter the records just like in the list view

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You can get started with it right away on Frappe Cloud

Please feel free to share your feedback, and if you encounter any issues, report it here: Issues · frappe/crm · GitHub

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