- Opportunity Cards - click to open Opportunity in new tab
- Grouped by Stage - if using Record Types, select record type in the Filter toolbar menu
- Subtotals per Stage
- “Drag & Drop” deals - shift-click for multi-select
- Hover over name for more details
- Take actions using the Action Menu
Note: The Kanban View includes deals that are “Omitted” and are “Closed”. Therefore, it is possible that the number of Deal cards in the view is greater that the number of Deals shown in the header summary.