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2 Replies
4345 Rodiniai

Hi,

I'm playing with Lead status and wonder if it could be possible to add the Kanban view (like Opportunities)?

Thank you

Portretas
Atmesti
Best Answer

Sure you can, check the view id crm_case_category_act_oppor11 in the CRM module and imitate how it was constructed to create a new view for the leads.

Portretas
Atmesti
Autorius

Thank you. I'm a beginner, and I am very interested in the How (this can be done). Thx

Best Answer

Just try add kanban view and some fields you need ..... 

Portretas
Atmesti
Autorius

Same as above. To me "just try" sounds like impassable mountains... ;-)

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