I am attempting to use the new Kanban board function for managing Dealflows on Decile Hub. Any information on how best to set it up would be appreciated.
Kanban was our most highly requested feature, particularly for dealflow funnels/pipelines. A kanban view has the same features as a regular view, it's just a different visualization. This can be helpful for something like later stages of dealflow or fundraising where there are fewer prospects, and you'd like a visual representation of those prospects, since they each get a large card, rather than just a row.