---
title: "Understanding the Kanban View of Deals in ClearCRM"
description: "Visually manage your deals through every sales stage with an intuitive drag-and-drop interface."
url: https://help.clearcrm.com/en/articles/11197200-understanding-the-kanban-view-of-deals-in-clearcrm
collection: "Deals"
updated: 2026-04-09
language: en
---

# Understanding the Kanban View of Deals in ClearCRM

Visually manage your deals through every sales stage with an intuitive drag-and-drop interface.

## What is the Deals Kanban View?

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.

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## Navigating to Deals

1.  Go to the **CRM** from the left-hand menu.
    
2.  Click on **Deals** to open the Kanban view.
    
3.  Each column represents a **sales stage**, and each card is a deal in that stage.
    

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## Understanding Deal Cards

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.
    

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## Creating a New Deal

-   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.
    

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## Moving Deals Across Stages

-   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.

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## Sorting, Filtering & Searching

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.

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## Switching to List View

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.

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## Bonus: Check Your Deal Summary

-   Click the **first icon** next to “+ New Deal” to view a quick summary of total deals and pipeline value at a glance.
    

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## Final Thoughts

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.