The Kanban board is available for custom Lists of Organizations. You can create stages and move organizations along those stages to visualize progress, status or any other workflows. This is a great tool for building deal flows, narrowing down a list of organizations as you do discovery, or even segmenting organizations in your list into different groups.


Access Kanban

Kanban is available for all your Team lists in Organizations.


Kanban Functionality

  • Create Kanban Stages with the + icon

  • Move Organization between stages with drag and drop

  • Create new lists from stages in a board

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