How to edit the kanban

Master Kanban Customization

Start by understanding the difference between editing the template and the project. Changes to the template, made through the partner area Dashboard, impact only new clients created in the future. Editing made directly in the project is isolated, affecting only that specific client.

In the template editor, you have the freedom to design the funnel. It is possible to rename stages, such as "Negotiation", and link essential modules, allowing tasks, products, and contacts to be attached directly to the opportunity card.

The most strategic step is defining the "Special Statuses". By indicating to the system exactly which stages represent "Won" and "Lost", you enable the triggers needed for future automations, such as sending conversions to Meta Ads.

To better qualify your leads, you can also create custom fields. You can add options like "Campaign Source" (Google, Meta, etc.), configuring them as selection lists or open text to enrich the data.

Finally, to adjust a client already in the database, the logic is identical. Just access the Kanban view within that client's project and click "Configure" to apply these same optimizations on a one-off basis.