Think outside the box about the uses of Kanban view. Using it with Sales Path is a no-brainer, but are the other processes in your org that would benefit from this visualization and the ease of moving a record between "stages?"
At nonprofits, using Kanban view for Grants is fantastic. Think about utilizing it for Approval processes (such as Time Off Requests), or Events Management (moving a Contact or Lead through a process like: Invited-> RSVP-> Attended-> Followed Up )
Escrever um comentário...
0/9000