Board view for deals - beta program
EDIT: These feature was deployed to all users and beta program is closed. Thank you all for participation.
For quite some time we receive feedback form our Customers that they would like to use Kanban as a tool for their day to day work. As an answer for these requests we plan to introduce Board view for deals.
Customers will have access to additional view for deals called Board view. In Board view Sales Reps can see the overview of selected pipelines and all the stages on one board.
How will it help sales teams:
- Provide one overview of the whole pipeline,
- Easy way to see all your deals and in what stages they are,
- Most important informations about your deals on one board,
- Easy way to move deals between stages and pipelines
We are looking for users interested in having Board view enabled on their account before official release.
Who are we looking for?
- Users with English accounts only,
- Users that will share first impressions and their feedback with us by completing a survey that will be sent after the first week of using the feature.
If you would like to take part in the Beta program register here.
I've tried registering but I cannot enter since the link isn't open.
Can you help me register for the Beta program?
Kind regards, Julia
Hi Julia! Thanks for letting us know - there was indeed problem with the form, but it is working right now and you can sign in for access to the beta.
Hi Agnieszka Czajka,
Thank you for the reply. I have signed up but haven't received a confirmation, nor have I seen any changes in the environment. Can you confirm that my registration has gone through and if so, activate the beta version for my account? Thank you!
Yes we got your application. Thank you for signing up! You should see changes on your account at the end of the week and we will reach out to you with next steps via e-mail
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