By default, SharePortals will display current opportunities in a table view. However, you may wish to view your opportunities as a Kanban board, which allows you to see the total value of your organisation’s current opportunities, broken down into opportunity stages.

  • Opportunities displayed as the default list:
  • Click on the Kanban view button at the top of the list:
  • Now the opportunities are shown as a Kanban board:

Dragging and Dropping Opportunities

The Kanban view allows the user to drag and drop individual opportunities between the different opportunity stages to reflect their progress:

Once the opportunity has been dragged to the appropriate stage, the total value of all your organisation’s opportunities is updated for each stage, allowing an at-a-glance overview.

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