There is a view for every situation in life. Well, nearly. But if you work in sales, then the Kanban and Table views are what you need.
Kanban? Isn't that a thing from software development? Or something that a Japanese car manufacturer invented in the '60s or '70s? And yes, both are true. But what works for car manufacturers and software development teams can also work for sales if you use it right. And if it doesn't, you may be more prone to the table view in Weflow. Good thing that we have both?
Choose the view that is right for you
Not every view works for everyone
Some people prefer simple layouts with little text and a minimum amount of information
They want the essentials, and they want them fast
Other people prefer to see everything at once with tons of data
And then, there are those people who like both the simple and the full experience - for them, it depends on their needs at that specific moment in time
Whatever view you prefer, you can always make use of quick filters and custom filters
Benefits of the Kanban view
Simple drag&drop control to move cards around
A fast overview of records grouped by different fields i.e., by stage or by owner
Display up to 8 fields as properties on each card
Benefits of the Table view
Edit fields directly in line within the table
Add an infinite amount of fields as columns into the table view
Look at large (or small) amounts of records in the form of an editable list
