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CRM Kanban Stages not showing?

By
John Baldwin
on 10/25/14, 11:37 PM 1,971 views

Kanban view in CRM opportunities used to show all stages and you could drag and drop leads in between at will. Now I only see those stages with active leads/opportunities in them while in kanban. Why and how can this be fixed?

 

Does sales teams with certain steps or users with limited views cause this? I just don't understand why this is happening.

John Baldwin
on 10/26/14, 7:53 PM

I was curious and have checked my Opportunities. I can move them around in the kanban stages as I want to. No matter whether my permissions in >Settings >Users>Sales are set to: "Manager", "User all leads", or "User: own leads only"

gunnar
on 10/26/14, 10:20 PM

Stages are linked to sales team.. so for the user set a default sales team...

deep
on 10/27/14, 1:34 AM
0
Juan José Scarafía
On 10/28/14, 11:57 AM

Hi John,

May be that kanban view show only the stages that have some leads or opportunities. Try moving one lead to another stage with the stage bar in the form view.

Regards,

Juan José - Ing ADHOC

I want to deactivate the drag and drop functionnality on kanban view, do you have any idea how to get to that, for the form view, we do : clickable = False, I searched in vain similar option on the kanban view.

Yassine TEIMI
on 11/24/14, 12:04 PM

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Asked: 10/25/14, 11:37 PM
Seen: 1971 times
Last updated: 3/16/15, 8:10 AM