Table of Contents
1. Kanban View
2. List View

Zomentum offers two ways to view and manage your Opportunities — Kanban View for visually tracking deals through your pipeline, and List View for reviewing, filtering, and bulk-managing multiple Opportunities at once.

You can switch between views using the Display as option on the Opportunity page.

1. Kanban View

Kanban View displays Opportunities as cards, organized by the stages defined in your sales pipeline. Drag and drop a card to move an Opportunity from one stage to another.

Use Kanban View when you want to:

  • Get a quick visual overview of your sales pipeline

  • Track Opportunities by their current stage

  • Move Opportunities between stages

  • Monitor progress across your pipeline at a glance

2. List View

List View displays Opportunities in a table, making it easier to review and manage multiple records at once.

Depending on your configuration and permissions, columns can include:

List View Column

Opportunity Title

Opportunity Owner

Pipeline

Stage

Client

Opportunity Value

Created Date

Other configured Opportunity fields