Deals
Manage deals on the Kanban board in Naffes CRM
The Kanban board in Naffes CRM shows each pipeline stage as a column and each deal as a card, so you see where deals pile up and move them with one drag. This guide covers opening the board, moving deals, and filtering it for the weekly sales meeting.
Work the board
Open Deals
Under Sales in the sidebar, choose Deals (
/deals).Pick a single pipeline
Choose the pipeline in the pipeline switcher. Kanban is not offered on All pipelines, because the columns are one pipeline's stages.
Switch the view to Kanban
In the view switcher, choose Kanban. The other views are Table, Forecast, Timeline, Gantt and Calendar.
Drag a card
Drag the deal card into another stage column; a “Deal moved to …” message confirms it. The board ends with Won and Lost columns, and dropping on Lost asks for a loss reason.
Narrow the board
Use the Whose deals switch (Mine, Team, All) and the quick filters Hot, At risk, Closing this week and Stuck. Save a combination you reuse as a saved view.
The metrics rail beside the list
Beside the deals list, a metrics rail shows pipeline value, weighted value by stage probability, won this month, win rate with average sales-cycle days, the value of at-risk deals, and the number of stuck deals. Clicking At risk or Stuck filters the board to those deals.
A practical Monday routine: open the main pipeline on Kanban, choose Team, then click Stuck. Every card left on screen has outstayed its stage's usual time, so the meeting covers why each one stalled and its next step instead of scrolling the whole list.
Rules that shape the board
- What you see follows your role: a role may see all deals, the team's deals or only your own. Deals with no owner are visible to anyone who can see deals and are gathered in the built-in Unclaimed view.
- Dropping on Won has conditions: a deal can be won only with an amount above zero and at least one linked contact or company.
- Stuck depends on usual time: only stages that have a usual time set on the pipeline page can put deals under Stuck.
- On a phone: below 768 pixels wide, the deals list switches to touch-friendly cards.
To set the stages that become columns, see set up a pipeline and stages. For more on deal management, see deals.
Questions
Questions 2
Why can't I find the Kanban option?
You are on All pipelines. Pick one pipeline in the switcher and Kanban appears in the view switcher.
Are my saved views stored only on this device?
No. Saved views on the deals list sync to the server, so they follow you to your other devices.