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Question asked by 7430290 on Mar 13, 2015
Latest reply on Mar 16, 2015 by 7430290
Has anyone built a kanban view for sales opportunities in Sugar? Kanbans are used extensively in agile development and have the unique advantage of making it easy to visualize the 'work in progress' whether working as an individual or in a team. Such a view is particularly useful during sales meetings to facilitate drill-downs and have a clearer picture of where deals are in the pipeline. Some example tools that use kanbans for opportunities include ClinchPad and PipeDrive. Sugar has all of the data needed, it just needs the view to facilitate it.