You can manage how deals are displayed in Coffee by switching between two different view types. Use the icons at the top right of the screen to swap between Grid and Kanban views.
Grid (Table) view
The Grid view displays all your deals in a structured table format, consistent with how you view Companies and People.
Select the Grid icon at the top right of your deals page.
View all deals, stages, and associated values in rows.
To learn how to sort and order columns in this view, read: Sorting and ordering deals.
Kanban view
The Kanban view is a visual board used to track progress and move deals through different pipeline stages.
Select the Kanban icon at the top right of your deals page.
To change a deal stage: Click and hold a deal card, then drag it to your desired stage.
To edit deal information: Click on a Kanban card to open up the deal card and make edits.
