Activity Forums Salesforce® Discussions How do I change the Opportunity Kanban view in Salesforce?

  • How do I change the Opportunity Kanban view in Salesforce?

    Posted by Shweta on October 23, 2020 at 1:47 pm

    How do I change the Opportunity Kanban view in Salesforce?

    Marziya replied 4 years ago 2 Members · 1 Reply
  • 1 Reply
  • Marziya

    Member
    October 23, 2020 at 2:25 pm
    1. Click the Opportunities tab.
    2. From the Opportunities picklist, select My Opportunities.
    3. Click the Display Options button. to open the display menu.
    4. Select Kanban. Note: You may have noticed the Record Types (B2B Opportunities & Uncategorized) are now listed above the Sales Path.

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