The opportunity view in lightning has come a long way, allowing for different viewing of the opportunities (by stage). Like a live dashboard, this view or “board” will help look all opportunities in a single board like format. Note: This is not supported for “Recently Viewed” List view.
Open an opportunity view like you would normally, but then change the list view to a different one (for example – all opportunities) and click on “Kanban” option in “Display As” icon on left.
You can get a view like this to view opportunities with their sales path. The records on the board though are reflective of the existing view chosen – just keep that in mind if you don’t see all the records that you would expect to see.
Once in the view, you can click the opportunity name to edit or view more information, even assign a task or event to keep the opportunity moving. As you can see here, each “warning symbol” actually represents an opportunity WITHOUT a next task. Click that warning item to create a next action.
Written by Corey Babka and Prabha Krishnamurthy
