You can manage how deals are displayed in Coffee by switching between two different views:
Grid (Table) View
This shows all deals in a table format, similar to how you view Companies and People.
To learn how to sort and order columns, read Sorting and ordering deals.
Kanban View
This view is useful if you want to move deals from one stage to the next.
It provides a clear visual of all stages, making it easier to track progress.
To change a deal stage, just click and hold on the deal card and move it to the stage you want.
To edit any of the fields in the Kanban deal card, just click on the field and edit the value.
To view the deal detail page, just click inside the Kanban card in any blank area.
