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We think opportunity kanban view is very usefull, but has a big problem. Doesn't work for oportunities begins in the lead. If the bussines process flow associated to the opportunity is Lead to Opportunity process flow, this record are not visible in the kanban view. 


Will be usefull that in a kanban view it would possible to see all of opportunities, regardless if comes from lead or not.

Category: Opportunity
STATUS DETAILS
New

Comments

J

We have the same issue - KANBAN is great BUT it only shows opportunities that have been created as opportunities. Excludes any opps that have started as leads and then converted to opps.


This is a issue for us as kind of renders either the KANBAN or the Lead qualification process useless.


Would love it it if all opps could be shown in the BPF KANBAN view - would it be possible to have both the Opportunity & lead to Opp. BPFs linked to the KANBAN

Category: Opportunity