• Salesforce® Discussions

  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 5 years, 7 months 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.