Best Way To View Salesforce Pipelines
Рет қаралды 1,153
Жыл бұрынThe Opportunity Kanban view in Salesforce is a great way to visualize your pipeline. The Kanban view can be customized to your preference as well.
Learn how to enable the Kanban view in Salesforce, edit Salesforce Opportunities straight from the Kanban view, and how to customize how to group and summarize your findings.
@zachr.6153 2 ай бұрын
Great video! Kanban view probably top 3 of all views ever imo.
@salesforcenow 2 ай бұрын
It's extremely helpful!