Applies to: ConnectWise opportunity boards
This is a reference for the options unique to this type of board. For a description of options common to all types of boards, see Fields for Kanban Boards.
General
Card fields
- Company
- Expected close date: controls if the opportunity close date is shown on cards
- Opportunity age: controls if the elapsed time since the opportunity was created in ConnectWise is shown on cards
- Next step
- Contact
Metrics
- Opportunity age
Swimlanes
- Type
- Company
- Sales Rep
- Inside Rep
- Status
- Priority
- Sales Probability
- Custom fields of type text
Ranking
- Expected Close Date
- Next Step
- Last Note Date
- Time in Status
Filters
The fields you can filter by are:
- Types
- Show opportunities with no type: control if opportunities without a type will appear on the board when the type filter is used. If you want to show certain types of opportunities, and also show cards with no type, then select this option.
- Companies
- Statuses
- Priority flags
- Primary sales reps
- Inside sales reps
- Territories
- Expected close date
Columns
In addition to options common to all board types, these options are available:
- Last note & note warning: Shows how long ago was the last note, marking it in red if the time exceeds the warning threshold.