Views in Vryno CRM

Explore different perspectives with Grid view, List view, and Kanban view in Vryno CRM.

1. Login to Vryno CRM: Log in to your Vryno CRM account using your credentials.

2. Deals Module – Grid View:

• Navigate to the Deals module. The default view is the Grid view, presenting information in a grid format.

3. Deals Module – List View:

• Switch to the List view for detailed information about each lead in a list format.

4. Deals Module – Kanban View:

• Explore the Kanban view, offering a visual representation of leads in a Kanban board format.

5. Drag-and-Drop Status Update: Easily change the status of leads by dragging and dropping records from one status to another in the Kanban view.

6. Kanban View Settings: Customize your Kanban view settings by clicking on the top-right dropdown menu.

7. Save Settings: After adjusting Kanban view settings, click on ‘Save’ to apply and store your preferences.

8. Deals List : Review the updated list of deals, organized according to their Deal source or priority or in any preferred manner that aligns with your specific requirements.