Enhanced CRM Kanban Board: Comprehensive Data & Advanced Sorting in a Sleek Design
We're excited to introduce our latest Kanban tile design, aimed at simplifying your workflow and facilitating easy identification of opportunities. This enhanced layout prominently displays vital information, such as opportunity and broker names, contact details, loan amounts, lender names, and crucial dates like pre-approval expiry, finance due, and settlement dates.
Key Features of the Enhanced Tile View:
- Opportunity name
- Broker's name
- Contact names
- Loan amount
- Lender's name
- Pre-approval expiry date
- Finance due date
- Settlement date
Advanced Sorting
Introducing our latest Kanban column sorting feature, designed to customise your workflow according to your specific requirements. Now, you can arrange your columns by:
- Finance Due
- Settlement Due
- Pre-App Expiry
- Last Modified
- Creation Date
- Amount
- Lender name
- Opportunity name
Just select your preferred sorting criteria from the list, and watch as your Kanban board aligns perfectly with your workflow preferences, making it easier than ever to stay organized and focused.