The Deals Kanban view helps you visually manage deals across different stages of your sales process — like “Contact Made,” “Qualified to Buy,” or “Proposal Made.” Instead of working through lists, you can quickly spot what’s in progress, what’s stuck, and what’s ready to close.
This visual layout is perfect for sales teams that want a fast, intuitive way to track progress and take action.
Go to the CRM from the left-hand menu.
Click on Deals to open the Kanban view.
Each column represents a sales stage, and each card is a deal in that stage.
Each card in the Kanban view displays:
Deal Name & Value
Status (e.g., Open)
Stage (e.g., Qualified to Buy)
Pipeline (e.g., Sales)
Source (e.g., Web, Google Organic)
Related To (e.g., Lead, Customer, Customer)
At the bottom of each card:
Assignees are shown on the left.
Tasks, Attachments, and Comments appear on the right.
Click the + New Deal button at the top of the Deals page.
Or, click the + New Deal inside a specific column to create a deal directly in that stage.
Simply drag and drop any deal card to another column to update its stage.
This updates the stage instantly and reflects your real-time sales progress — no extra clicks required.
To the top-right of the Kanban board:
Use Sort By to order deals by name, value, or date.
Use the Pipeline dropdown (e.g., Sales) to filter by pipeline.
Use the Search Deals bar to find deals by name.
Note: This is not the same as the global search bar at the very top of the app — this search is scoped just to your Deals.
If you prefer a spreadsheet-style layout:
Click the second icon next to the blue “+ New Deal” button to switch to List View.
List View is ideal for bulk editing, scanning more data at once, or exporting.
Click the first icon next to “+ New Deal” to view a quick summary of total deals and pipeline value at a glance.
The Kanban view in ClearCRM helps sales teams focus on what matters: moving deals forward. It's fast, visual, and flexible — perfect for managing growing pipelines with ease.
