Not only does the Kanban provide you with full visibility of your business in seconds, but it also offers other productivity efficiencies.

Did you know, you can easily add notes or send emails from the Kanban view?

Save time navigating across multiple opportunities and streamline your notetaking process from the one screen.

To create a note 

Open the Kanban view (located in the main left-hand menu in the CRM).

Hover your cursor over the opportunity you want to add a note.

Click on the ellipses and select Create Note from the drop-down menu.

Compose your note. The details will automatically save and be available in the notes section of the opportunity.

To send an email 

Open the Kanban view (located in the main left-hand menu in the CRM).

Hover your cursor over the opportunity you want to send an email from.

Click on the ellipses and select Create Note from the drop-down menu.

Select the Send as Email checkbox. The Note Type will automatically update to Email Out.

Compose your email and simply press send.