Kanban View for Managing Sales Opportunities | Three Key Considerations

Implementing Kanban View for Sales Opportunity Management

Q: The Cloud Kicks global sales team has asked for a simpler way to view and manage its Opportunities pipeline. The team is often responsible for hundreds of deals at a time across multiple countries and currencies. The account executive has suggested using the Kanban view.What are three considerations? (Choose three.)

The Kanban view can summarize records by currency fields.The Kanban view displays amounts in the user's currency.The Kanban view can display a maximum of 200 records.

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Question

The Cloud Kicks global sales team has asked for a simpler way to view and manage its Opportunities pipeline. The team is often responsible for hundreds of deals at a time across multiple countries and currencies. The account executive has suggested using the Kanban view.

What are three considerations? (Choose three.)

Answers

A. The Kanban cards display up to 10 fields.

B. The Kanban view can show rollup summaries for currency fields.

C. The Kanban view can summarize records by currency fields.

D. The Kanban view displays amounts in the user's currency.

E. The Kanban view can display a maximum of 200 records.

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Explanations

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A. B. C. D. E.

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