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How to use different views of Deals module in Vryno CRM

 Views in Vryno CRM

Explore different perspectives with Grid view, List view, and Kanban view in Vryno CRM.

1. Login to Vryno CRM: Log in to your Vryno CRM account using your credentials.


2. Deals Module – Grid View:

  • Navigate to the Deals module. The default view is the Grid view, presenting information in a grid format.


3. Deals Module – List View:

  • Switch to the List view for detailed information about each lead in a list format.


4. Deals Module – Kanban View:

  • Explore the Kanban view, offering a visual representation of leads in a Kanban board format.



5. Drag-and-Drop Status Update: Easily change the status of leads by dragging and dropping records from one status to another in the Kanban view.


6. Kanban View Settings: Customize your Kanban view settings by clicking on the top-right dropdown menu.



7. Save Settings: After adjusting Kanban view settings, click on ‘Save’ to apply and store your preferences.



8. Deals List : Review the updated list of deals, organized according to their Deal source or priority or in any preferred manner that aligns with your specific requirements.

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