I have a custom object for a dedicated type of Opportunity that not all of my users can access.
Two questions:
1. Can I set up Kanban for it?
2. Can I combine its records with standard Opportunities for a single Kanban table?
2 comentarios
Thanks, Michael.
Another question: I see that I can set up Kanban for my custom object. Is there a way to set a default Kanban display (with pre-set Summary and Group fields)?