<style>p { margin: 0; }span.fr-emoticon.fr-emoticon-img { background-repeat: no-repeat !important; font-size: inherit; height: 1em; width: 1em; min-height: 20px; min-width: 20px; display: inline-block; margin: -0.1em 0.1em 0.1em; line-height: 1; vertical-align: middle; } span.fr-emoticon { font-weight: normal; font-family: "Apple Color Emoji", "Segoe UI Emoji", "NotoColorEmoji", "Segoe UI Symbol", "Android Emoji", "EmojiSymbols"; display: inline; line-height: 0; } blockquote { border-left: solid 2px #5e35b1; color: #5e35b1; margin-left:0; padding-left:5px;}blockquote blockquote{ border-color: #00bcd4; color: #00bcd4;}blockquote blockquote blockquote{ border-color: #43a047; color: #43a047;} table.grid{ border-collapse: collapse;} table.grid td, table.grid th { border: 1px solid #ddd;} .fr-fic.fr-dib{ display: block; margin: 5px auto;}.fr-fic.fr-dib.fr-fir{ text-align: right; margin: 5px 0 5px auto;}.fr-fic.fr-dib.fr-fil{ text-align: left; margin: 5px auto 5px 0;}.fr-fic.fr-dii{ float: none; margin: 5px auto;}.fr-fic.fr-dii.fr-fil{ float: left; margin: 5px auto;}.fr-fic.fr-dii.fr-fir{ float: right; margin: 5px auto;}img.fr-dib.fr-fir { margin-right: 0; text-align: right;}img.fr-dib.fr-fil { margin-left: 0; text-align: left;}img.fr-dib { margin: 5px auto; display: block; float: none;}img.fr-bordered { box-sizing: content-box; border: solid 5px #CCC;}img.fr-shadow { box-shadow: 10px 10px 5px 0px #cccccc;}img.fr-rounded { border-radius: 10px; -moz-border-radius: 10px; -webkit-border-radius: 10px; -moz-background-clip: padding; -webkit-background-clip: padding-box; background-clip: padding-box;}</style><p data-pasted="true"><span style="font-size: 11pt;"><strong>In this guide we will cover:</strong></span></p><p><span style="font-size: 11pt;"><strong>- Column Profiles</strong></span></p><p><span style="font-size: 11pt;"><strong>- Opportunity Lists</strong></span></p><p><span style="font-size: 11pt;"><strong>- Opportunity List Groups</strong></span></p><p><span style="font-size: 11pt;"><strong>- Kanban Pipeline Views</strong></span></p><p><span style="font-size: 11pt;"><strong><br></strong></span></p><p><span style="font-size: 11pt;"><strong>Related Guides:</strong></span></p><ul><li style="font-size: 11pt; font-weight: bold;"><strong><a href="https://usehalo.com/halocrm/guides/1936/" target="_blank" rel="noopener noreferrer" style="font-size: 11pt; font-weight: bold;">Column Profiles</a></strong></li><li style="font-size: 11pt; font-weight: bold;"><strong><a href="https://usehalo.com/halocrm/guides/1933/" target="_blank" rel="noopener noreferrer" style="font-size: 11pt; font-weight: bold;">Ticket Views</a></strong></li><li style="font-size: 11pt; font-weight: bold;"><a href="https://usehalo.com/halocrm/guides/2021/" target="_blank" rel="noopener noreferrer" style="font-size: 11pt; font-weight: bold;"><strong>Pipeline Stages</strong></a></li></ul><p><span style="font-size: 11pt;"><br></span></p><p data-pasted="true"><span style="font-size: 11pt;">Once Opportunities are logged in the system, tracking their progress and value becomes essential for any effective sales operation. This guide walks through the key features available to sales teams and sales managers for monitoring and managing their pipeline, from individual deal status to overall pipeline health.</span></p><p><span style="font-size: 11pt;"><br></span></p><p><span style="font-size: 11pt;">This guide focuses on CRM-specific applications, but if you are interested in learning more about the broader application of these features then the relevant guides are linked in the "Related Guides" section above.</span></p><p><span style="font-size: 11pt;"><br></span></p><p><span style="font-size: 11pt;"><br></span></p><p><span style="font-size: 14pt;"><strong>Column Profiles</strong></span></p><p><span style="font-size: 11pt;">Opportunities often contain a large number of fields that are essential for storing valuable information on your Prospects and Accounts. It is therefore important that there is a way of viewing a 'snapshot' of your current Opportunities with the most important fields and their values visible for each one - the most effective way for doing this is by using Column Profiles. </span></p><p><span style="font-size: 11pt;"><br></span></p><p><span style="font-size: 11pt;">There are two areas of Halo where Column Profiles can be created, configured and edited. If an Agent has administrative access, they can navigate to Configuration > Sales > Views and scroll to the "Column Profiles" section. </span></p><p><span style="font-size: 11pt;"><br></span></p><p><span style="font-size: 11pt;"><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImJlNmFlMjI5LWU4NmYtNGExZi05ZDFmLWIwYjRjYjlhOTJkMSJ9.9QcW5GZUYxxqUvr50pjCBCyhU1vMfnPPJ8gk6ky0yyc" width="909" style="width: 911px; height: 767.811px;" height="768" class="fr-fic fr-dii"></span></p><p><span style="font-size: 10pt;"><strong>Fig 1. Column Profile configuration area for Halo Administrators</strong></span></p><p><span style="font-size: 11pt;"><br></span></p><p><span style="font-size: 11pt;">Once you click into "Configure Column Profiles", you can view all Column Profiles created for Sales use and create new ones using the "+ New" button in the top right corner.</span></p><p><span style="font-size: 11pt;"><br></span></p><p><span style="font-size: 11pt;"><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjU1NjU3OGMzLTRjYzQtNDI3OS1iOWVlLWE1MzA1YmRiODkzZiJ9.a6atOzQB70hoovRRxfDcjxduBaWlFDZjTsmgQZaUmU0" width="1074" style="width: 1076px; height: 461.231px;" height="461" class="fr-fic fr-dii"></span></p><p><span style="font-size: 10pt;"><strong>Fig 2. Viewing existing Sales Column Profiles and how to create new Profiles</strong></span></p><p><span style="font-size: 11pt;"><br></span></p><p><span style="font-size: 11pt;">Alternatively, if an Agent does not have administrator access but they would like to create a new Column Profile, then they can do so from within any Opportunities area. </span></p><p><span style="font-size: 11pt;"><br></span></p><p><span style="font-size: 11pt;">To edit or make new Column Profiles, they can hover over the 3 dots to the right of the new Opportunity button and select "Edit Columns". </span></p><p><span style="font-size: 11pt;"><br></span></p><p><span style="font-size: 11pt;"><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjcwZDVhMTAxLWQwNjUtNDkxNy1hYmFhLWM3MTY3MTA1MWUxZCJ9.KCeF5PGMMZfaPRh1saJNpMUuKG3fkhcBtBc8qeSe52I" width="1086" style="width: 1088px; height: 487.853px;" height="488" class="fr-fic fr-dii"></span></p><p><span style="font-size: 10pt;"><strong>Fig 3. The option for editing and creating Column Profiles without needing Configuration access. </strong></span></p><p><span style="font-size: 11pt;"><br></span></p><p><span style="font-size: 11pt;">Selecting "Edit Columns" brings up the Column Profiles available to that Agent, where you can select one and "Edit" or "Use" the Profile, or create a "New" Profile. </span></p><p><span style="font-size: 11pt;"><br></span></p><p><span style="font-size: 11pt;"><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImIyZWMzOGIyLWY3NTktNGY2Mi04MTcyLTY4ZGU4MmUyZGE3YSJ9.D7q8uW6IiQdYXtxoC8Y-Y8x13Vog1g8y4miTWdUoZn0" width="917" style="width: 919px; height: 521.711px;" height="522" class="fr-fic fr-dii"></span></p><p><span style="font-size: 10pt;"><strong>Fig 4. The Column Profile options that show when an Agent selects the "Edit Columns" button show in Figure 2</strong></span></p><p><span style="font-size: 11pt;"><br></span></p><p><span style="font-size: 11pt;">When configuring a Column Profile, all Opportunity level fields will be available to add in as a column. </span></p><p><span style="font-size: 11pt;"><br></span></p><p><span style="font-size: 11pt;">Within the "Columns" section of the configuration page you can move the existing columns around to change the order using the dotted symbol that appears on the left of the field when hovering over it, and you can add in new columns by selecting the "Add" button. </span></p><p><span style="font-size: 11pt;"><br></span></p><p><span style="font-size: 11pt;"><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjhmNGMxNDEwLTQwZDgtNDlmZS05MmNhLTE0MzA3NmFlZDE1ZiJ9.CztMkDSYz82W38FCTGGf5ryCBt8NKh56BYbsSC3lLEw" width="1052" style="width: 1054px; height: 755.593px;" height="756" class="fr-fic fr-dii"></span></p><p><span style="font-size: 10pt;"><strong>Fig 5. Editing the columns list of a Column Profile</strong></span></p><p><span style="font-size: 11pt;"><br></span></p><p><span style="font-size: 11pt;">When you select "Add", it brings up all Opportunity level fields that have not already been selected for a column, for example I can choose to add "Pipeline Stage". </span></p><p><span style="font-size: 11pt;"><br></span></p><p><span style="font-size: 11pt;"><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjhlOGRmNjNjLWI5Y2YtNDY1Zi04OWM1LWY4N2EzODI4NTExMCJ9.JgMcEQYgzbsUgLV_DOJivHnJF8qdi3ellbHw3UmxJFU" width="801" style="width: 803px; height: 447.684px;" height="448" class="fr-fic fr-dii"></span></p><p><span style="font-size: 10pt;"><strong>Fig 6. Choosing Pipeline Stage from the list of Opportunity fields to add to a Sales Column Profile</strong></span></p><p><span style="font-size: 11pt;"><br></span></p><p><span style="font-size: 11pt;">Now when I am viewing my Opportunities, I can clearly track the Pipeline Stage for each of them in addition to the rest of the data.</span></p><p><span style="font-size: 11pt;"><br></span></p><p><span style="font-size: 11pt;"><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjBmNjI2MzM0LTIzM2QtNGE3Ni04ZDk4LWQyZDg1NTYyMjVjNyJ9.EtbCSA9gU0i736i4b2waw1Fz7cr-2zOsonAjBR_8mpk" width="1036" style="width: 1038px; height: 316.336px;" height="316" class="fr-fic fr-dii"></span></p><p><span style="font-size: 10pt;"><strong>Fig 7. Tracking the Pipeline Stage of Opportunities using Column Profiles</strong></span></p><p><span style="font-size: 11pt;"><br></span></p><p><span style="font-size: 11pt;"><br></span></p><p><span style="font-size: 14pt;"><strong>Opportunity Lists</strong></span></p><p><span style="font-size: 11pt;">In Halo, you can create custom Lists to display your Opportunities in a way that works best for you. By grouping and filtering Opportunities using specific criteria, Lists make it easier to stay organised and maintain clear visibility across your pipeline.</span></p><p><span style="font-size: 11pt;"><br></span></p><p><span style="font-size: 11pt;">As with Column Profiles, there are two areas of Halo where you can create and edit Opportunity Lists. If an Agent has administrator access to Configuration, they can navigate to Configuration > Sales > Views and scroll to the "Lists" section. </span></p><p><span style="font-size: 11pt;"><br></span></p><p><span style="font-size: 11pt;"><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImRkMDUyNjRmLTAzNDgtNGI2NS1hZTFkLWM0NzdhMDhlODViOCJ9.-YGKeMFWpYUmEYoRMkHjANOR-_OKMOttkQzS7z4Pjfg" width="1022" style="width: 1024px; height: 631.081px;" height="631" class="fr-fic fr-dii"></span></p><p><span style="font-size: 10pt;"><strong>Fig 8. The area of Configuration for configuring Opportunity Lists in Halo</strong></span></p><p><span style="font-size: 11pt;"><br></span></p><p><span style="font-size: 11pt;">When the "Configure Lists" button is selected, they will see all Lists in the system for Sales use and can create new ones by selecting the "+ New" button in the top right corner. </span></p><p><span style="font-size: 11pt;"><br></span></p><p><span style="font-size: 11pt;"><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImY5MGE5ZDE3LWQzNDAtNGM5Yi1iOWRkLWM5YzhlYjFiMzBiZiJ9.M_cRjI_bcDqbWgy_pOwS3HOFPh8XIP6GJKdW3x-Y4i4" width="1164" style="width: 1166px; height: 551.98px;" height="552" class="fr-fic fr-dii"></span></p><p><span style="font-size: 10pt;"><strong>Fig 9. Lists configuration area</strong></span></p><p><span style="font-size: 11pt;"><br></span></p><p><span style="font-size: 11pt;">Alternatively, if an Agent does not have administrator access then they can create and edit Opportunity Lists from directly within the Opportunities areas. </span></p><p><span style="font-size: 11pt;"><br></span></p><p><span style="font-size: 11pt;">To edit a List, as illustrated in Figure 10, the Agent can simply can right-click (Secondary-click) on any Opportunity List and the options to either edit or view that specific List will appear.</span></p><p><span style="font-size: 11pt;"><br></span></p><p><span style="font-size: 11pt;"><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjlhMzkwNTUwLTk3MjctNDc0Zi04ZGE4LWJkZTdiODk0MzRiMiJ9.g392ajm4Z4Iwbe425u7VwavG8IscRfSJKCw8xnpYUew" width="1029" style="width: 1031px; height: 786.027px;" height="786" class="fr-fic fr-dii"></span></p><p><span style="font-size: 10pt;"><strong>Fig 10. The options available when a secondary-click is made on any Opportunity List</strong></span></p><p><span style="font-size: 11pt;"><br></span></p><p><span style="font-size: 11pt;">To create a new List, you can select the "Create a new List" button that sits at the bottom of the My Lists section.</span></p><p><span style="font-size: 11pt;"><br></span></p><p><span style="font-size: 11pt;"><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjNhMzgyMjIwLTQwZTYtNDRhZi04MmE4LWQyNmNhY2NlMzc2MiJ9.7_Zs0zT4o1anC6hpkLIf8rn2qsvRDumVT5zIPExcJxE" width="1022" style="width: 1024px; height: 696.906px;" height="697" class="fr-fic fr-dii"></span></p><p><span style="font-size: 10pt;"><strong>Fig 11. The option to create a new Opportunity List from the Opportunities area</strong></span></p><p><span style="font-size: 11pt;"><br></span></p><p><span style="font-size: 11pt;">When creating a new List or editing an existing one, you are presented with the screen demonstrated in Figure 12. </span></p><p><span style="font-size: 11pt;"><br></span></p><p><span style="font-size: 11pt;"><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjkxZjZlMzZjLTUzNmQtNDgzNi05YjhhLTEwMDllNDc2ZGMxMiJ9.fGgvVEm8p0YqNQRUKxOToce6dbYdsM3E-k07LiBf_8Q" width="836" style="width: 838px; height: 584.381px;" height="584" class="fr-fic fr-dii"></span></p><p><span style="font-size: 10pt;"><strong>Fig 12. The Details tab of the configuration screen for an Opportunity List</strong></span></p><p><span style="font-size: 11pt;"><br></span></p><p><span style="font-size: 11pt;">There are two tabs on the configuration screen of a List - the Details tab and the Filters tab. </span></p><p><span style="font-size: 11pt;"><br></span></p><p><span style="font-size: 11pt;">The configuration options on the Details tab mainly dictate the appearance of the List and the settings perform the following functions:</span></p><ul><li style="font-size: 11pt;"><strong>List Name:</strong> The name of the List in the Opportunities area.</li><li style="font-size: 11pt;"><strong>Use:</strong> For what purpose the List will be used - this should be set to Opportunities (Sales in some instances) if you want to use it for Opportunities.</li><li style="font-size: 11pt;"><strong>List Group:</strong> You are able to group Lists to organise the Area further - more on these later. </li><li style="font-size: 11pt;"><strong>Sequence in lists:</strong> Dictates the order of the Lists when being viewed in the Area. </li><li style="font-size: 11pt;"><strong>Column Profile:</strong> Setting a Column Profile here locks the column view of the Area when being viewed by this List, this standardises the view for all Agents.</li><li style="font-size: 11pt;"><strong>List display type:</strong> Allows you to lock the view of the Area when being viewed by this List to Table, Tile, Calendar, Kanban, Task, Agent. </li><li style="font-size: 11pt;"><strong>Show change freeze periods and maintenance windows in the calendar view:</strong> This is not a CRM specific feature, but if you would like to learn more about this aspect of Change Management then please do refer to this guide: <a href="https://usehalo.com/halopsa/guides/2700/" target="_blank" rel="noopener noreferrer" style="font-size: 11pt;">Maintenance Windows</a>.</li><li style="font-size: 11pt;"><strong>Default Kanban View:</strong> Allows the option to default the grouping for the Kanban view - you can either group by Status, Workflow Stage, Pipeline Stage.</li><li style="font-size: 11pt;"><strong>Show in the 'By Team' view:</strong> Sets the List to show not only in the My Lists view but also when viewing Opportunities by Team. </li><li style="font-size: 11pt;"><strong>Team to show under:</strong> (Only appears if the previous setting is enabled) Sets where the List will show when viewing Opportunities by Team. </li></ul><p><span style="font-size: 11pt;">The Filters tab is where you can then customise the criteria for the List, including the Filer Profile that will be used and the Opportunity-level criteria, as displayed in Figure 13. </span></p><p><span style="font-size: 11pt;"><br></span></p><p><span style="font-size: 11pt;"><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImM1MzY1YTY4LWVkNTAtNDI2Zi05NTEwLTUzYmQzMGJiNWJkNSJ9.g1WYhAi6QIiw-zz4F0swQ_2_1gHqYbGDBGEPmZMZm8c" width="991" style="width: 993px; height: 556.975px;" height="557" class="fr-fic fr-dii"></span></p><p><span style="font-size: 10pt;"><strong>Fig 13. The Filters tab of an Opportunity List configuration screen</strong></span></p><p><span style="font-size: 11pt;"><br></span></p><p><span style="font-size: 11pt;">The advantage of utilising Opportunity Lists is that you can create a more tailored and specific view of your Opportunities than the set views, such as "Opportunities by Agent" or "Opportunities by Team", will provide for your team. This promotes better organisation and visibility of the Opportunities area, leading to greater productivity and greater overall pipeline management. </span></p><p><span style="font-size: 11pt;"><br></span></p><p><span style="font-size: 11pt;"><strong><em>Note: when you create a new List, be aware that the Access Control for that List will be set to only the Agent that created the List. If other Agents want to use or edit the List, they will need to be given access control.</em></strong></span></p><p><span style="font-size: 11pt;"><br></span></p><p><span style="font-size: 11pt;"><br></span></p><p><span style="font-size: 14pt;"><strong>Opportunity List Groups</strong></span></p><p><span style="font-size: 11pt;">As briefly mentioned earlier, List Groups are a way of organising the Lists in your Opportunities area. This functionality becomes especially beneficial once you have a large number of Opportunity Lists that all provide a needed view but make the Area feel slightly 'cluttered'. </span></p><p><span style="font-size: 11pt;"><br></span></p><p><span style="font-size: 11pt;">To create a new List Group, navigate to Configuration > Sales > Views and locate the "Lists" section. Once located, ensure you have enabled the "Allow grouping of Lists" checkbox and then select the "Configure List Groups". </span></p><p><span style="font-size: 11pt;"><br></span></p><p><span style="font-size: 11pt;"><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImU0YjlhNDJlLTUyMGYtNDI4Ny05MDBiLTc5YmY5NTNkZTFjMyJ9.rB7ZRcIjk1C2wnBti1y1zfgz7MQ3yHKHLJQCUvisdVU" width="966" style="width: 968px; height: 764.116px;" height="764" class="fr-fic fr-dii"></span></p><p><span style="font-size: 10pt;"><strong>Fig 14. Enabling List Groups</strong></span></p><p><span style="font-size: 11pt;"><br></span></p><p><span style="font-size: 11pt;">Once you have selected the "Configure List Groups" button, you will be able to view the existing List Groups and create a new one by selecting the "+ New" button in the top right corner. </span></p><p><span style="font-size: 11pt;"><br></span></p><p><span style="font-size: 11pt;"><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImQ5NjUzYTJkLTNhNTAtNDg2Yi04Y2MxLWQ1ZTllNzIzZDAxZiJ9.abdoEZkMEuxmBgMgQb5RkDRu8AEV2YNNNcimI6ihVrM" width="961" style="width: 963px; height: 455.096px;" height="455" class="fr-fic fr-dii"></span></p><p><span style="font-size: 10pt;"><strong>Fig 15. The Configuration area for List Groups</strong></span></p><p><span style="font-size: 11pt;"><br></span></p><p><span style="font-size: 11pt;">When you edit an exiting List Group or create a new List Group, you will see four settings. </span></p><p><span style="font-size: 11pt;"><br></span></p><p><span style="font-size: 11pt;"><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjIyOGZkM2QxLTE3OTQtNDBiNC1hNzAyLTc2MDFiOGNkNDkyMCJ9.aASLn9XWhJG_RBL965qUBfbYpZZFdS2CBhnFYJ6Vm6M" width="797" style="width: 799px; height: 586.779px;" height="587" class="fr-fic fr-dii"></span></p><p><span style="font-size: 10pt;"><strong>Fig 16. Editing a List Group</strong></span></p><p><span style="font-size: 11pt;"><br></span></p><p><span style="font-size: 11pt;">These four settings provide the following functions:</span></p><ul><li style="font-size: 11pt;"><strong>List Group Name:</strong> The name of the List when being viewed in an Opportunity area. </li><li style="font-size: 11pt;"><strong>Use: </strong>For which purpose the List Group will function - if you want it to group Opportunity Lists then it should be set to Opportunities/Sales.</li><li style="font-size: 11pt;"><strong>List Group Sequence:</strong> Dictates the ordering for the Groups. </li><li style="font-size: 11pt;"><strong>Collapsed By Default:</strong> Will set the Group to be collapsed by default - useful if the Group contains a large number of Lists. </li></ul><p><span style="font-size: 11pt;">Once configured, the List Groups will be visible in their relevant Areas.</span></p><p><span style="font-size: 11pt;"><br></span></p><p><span style="font-size: 11pt;"><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImY0MDcyODdkLWE3NjEtNDA5MS04MzRhLTg0MjExZDJjZjMwNCJ9.8tPfg2r1i68Ml5v4bvNTuI_bON5YWopGdm6LoJmXoM0" width="958" style="width: 960px; height: 657.505px;" height="658" class="fr-fic fr-dii"></span></p><p><span style="font-size: 10pt;"><strong>Fig 17. List Groups in the Opportunities Area</strong></span></p><p><span style="font-size: 11pt;"><br></span></p><p><span style="font-size: 11pt;">You can add Lists to List Groups by setting the List Group on the List itself. </span></p><p><span style="font-size: 11pt;"><br></span></p><p><span style="font-size: 11pt;"><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImI5MjQ5M2E2LTc0ZGQtNDU0NS04YWE3LTk3YTQ3NDc4YjMzZCJ9.A3ZIwZrpG9Gj0d3ZQWRnNuj9olXCvct_ePuO5rMgoP8" width="902" style="width: 904px; height: 692.875px;" height="693" class="fr-fic fr-dii"></span></p><p><span style="font-size: 11pt;"><br></span></p><p><span style="font-size: 10pt;"><strong>Fig 18. Setting the List Group for an Opportunity List</strong></span></p><p><br></p><p><span style="font-size: 11pt;"><br></span></p><p><span style="font-size: 14pt;"><strong>Kanban Pipeline Views</strong></span></p><p><span style="font-size: 11pt;">Particularly for a larger sales team, viewing lists of Opportunities in a table format can be cognitively exhausting, which can lead to a reduction in the quality and efficiency of pipeline management due to important details being missed. Therefore, being able to view Opportunities in a format that provides visual clarity on the health of your pipeline becomes extremely important - this where Kanban views play an important role.</span></p><p><span style="font-size: 11pt;"><br></span></p><p><span style="font-size: 11pt;">As mentioned briefly earlier, on an Opportunity List you can select the "List display type" for which one of the options is "Lock to Kanban view" which sets your List to display the Opportunities in Kanban view by default, there is then also a setting to choose the grouping for that Kanban view. </span></p><p><span style="font-size: 11pt;"><br></span></p><p><span style="font-size: 11pt;">Out of the box, you will have the "My Pipeline" List in your environment that has a Kanban view grouped by Pipeline Stage. </span></p><p><span style="font-size: 11pt;"><br></span></p><p><span style="font-size: 11pt;"><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjhjM2EzYzYyLTM4OGYtNGE5Zi05NGM3LWNlYjg1NmIyZGZjMSJ9.2BCMFDrRCJJY9xNTBen20DKZNG4lTEzXSu9Yabqgj-Y" width="923" style="width: 925px; height: 629.866px;" height="630" class="fr-fic fr-dii"></span></p><p><span style="font-size: 10pt;"><strong>Fig 19. The My Pipeline List configuration in CRM Trials</strong></span></p><p><span style="font-size: 11pt;"><br></span></p><p><span style="font-size: 11pt;">This List setup truly shines when viewing Opportunities, with each one displaying its key information at a glance, neatly organized within its respective Pipeline stage. </span></p><p><span style="font-size: 11pt;"><br></span></p><p><span style="font-size: 11pt;"><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjQ5ZWM1NGRmLWE2ODEtNDQ4ZS1hN2IyLTdiNmRhOWQyZTExYSJ9.CJugNfhV795ZB_HjQ_lNIDXSemyTcI7Kartfwz_i6eU" width="1007" style="width: 1009px; height: 571.225px;" height="571" class="fr-fic fr-dii"></span></p><p><span style="font-size: 10pt;"><strong>Fig 20. The My Pipeline List in CRM Trials</strong></span></p><p><span style="font-size: 11pt;"><br></span></p><p><span style="font-size: 11pt;"><strong><em>Note: Only Halo instances on version 2.230+ will display the Total Value in money format when the Opportunity Kanban view is grouped by Pipeline Stage. </em></strong></span></p><p><span style="font-size: 11pt;"><br></span></p><p><span style="font-size: 11pt;">The Kanban 'cards' that you can see in Figure 20 are editable and can be configured within the Column Profile. To do this, locate the Column Profile configuration and scroll down to the "Kanban Card Layout" section. </span></p><p><span style="font-size: 11pt;"><br></span></p><p><span style="font-size: 11pt;"><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjA0YjZhYTQyLTFmMDEtNDk5MS05MDg0LTRlODIxZmE0M2RmOCJ9.8NA7GAz3RMZ6gJIrR69CdOyQBlngWObTEbtglso8ETM" width="984" style="width: 986px; height: 930.624px;" height="931" class="fr-fic fr-dii"></span></p><p><span style="font-size: 10pt;"><strong>Fig 21. The Kanban card configuration for Column Profiles</strong></span></p><p><span style="font-size: 11pt;"><br></span></p><p><span style="font-size: 11pt;">Being able to edit this allows you to customise the card to display the information most relevant and useful for your sales team.</span></p>
