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Version: 1.9.0

Data Presentation

There are two alternative ways of data presentation apart from the list interface available to you in the B2B CRM application: funnels and Kanban boards.

Funnels​

Learn how to configure a funnel report for records of tables from any application. The funnels present data in a convenient and clear format, allowing you to quickly evaluate the conversion and number of records.

Kanban Boards​

Kanban boards present records of the B2B CRM tables as cards sorted into columns according to the records' states. By default, opportunity, content, and CRM task Kanban boards are available to you.