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How to use different views of Leads 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. Leads Module – Grid View:

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


3. Leads Module – List View:

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


4. Leads 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. Leads List : Review the updated list of leads, organized according to their lead source or priority or in any preferred manner that aligns with your specific requirements.

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