Using Kanban View in Captivation Hub Opportunities

Kanban view in Captivation Hub Opportunities gives your team a visual, stage-by-stage board for managing deals. Each pipeline stage becomes a column, and each opportunity is a card you can drag between stages as deals progress. This view is ideal when you want a quick visual read of your whole pipeline without digging into a table or list.

What You Can Do in Kanban View

• See all stages at once — Every stage in your pipeline displays as a column with opportunity cards stacked inside.
• Drag cards between stages — Move an opportunity to a new stage by dragging its card to the right column.
• Collapse or expand stages — Hide stages you don't need to focus on to reduce visual clutter.
• Resize stage columns — Widen stages that have more cards or need more attention.
• Sort opportunities — Sort cards within each stage by criteria like value, close date, or last activity.
• Layout saves automatically — Your column layout preferences are saved to your browser, so your workspace stays the way you left it.

Collapse or Expand Stages

Collapsing stages you're not actively working reduces visual noise and makes large pipelines easier to scan. Click the stage header to collapse or expand that column at any time.

Resize Stage Columns

Drag the edge of any stage column to resize it. Give more space to your busiest stages and shrink the ones with fewer cards.

Sort Opportunities Within Stages

Use the sort control to reorder cards within a stage — by opportunity value, close date, creation date, or last modified. This helps you prioritize which deals to work on first.

Switch Between Kanban and List View

Kanban view and List view show the same opportunities — just in different formats. Use the view toggle to switch between them depending on what you need. Kanban is best for a visual pipeline overview; List view works better for detailed filtering, bulk editing, and column-based sorting.

Frequently Asked Questions

Does rearranging columns in Kanban view change the pipeline stage order for other users?
No. Column width and collapse preferences are saved to your browser only and don't affect how other team members see the pipeline.

Can I drag an opportunity card to any stage?
Yes. You can drag a card to any stage in the pipeline — forward or backward — and the opportunity will update to that stage immediately.

Is Kanban view the same as List view?
They show the same opportunities but in different formats. Kanban gives you a visual board by stage; List view shows all opportunities in a table you can sort and filter by column. Use whichever suits the task at hand.