Hi using 10.0 Saas
I have a field x_art_pitched related to product.template this appears in the notebook menu of the Opportunity Form
This allows products to be picked as having been shown to a client - but defaults to tree view
How can I switch to the Kanban View so users have an "at a glance" view of what they have already shown?
Really appreciate any help and I'm a bit 'green' at this...