Adding Responses to Kanban
Move responses into your kanban boards to track them through your sales or follow-up pipeline.
Adding to Kanban
- Click Add to Kanban from response detail or dropdown
- Select the kanban board
- Choose the list/column
- Customize the card details
Card Customization
When adding to kanban, you can set:
- Title: Card name (defaults to contact name)
- Description: Additional context
- Deal Value: Expected value of the opportunity
- Due Date: Follow-up deadline
Kanban Selection
Choose from your available boards:
- Personal kanban boards
- Team kanban boards
- Any list within the selected board
Linked Cards
Once added to kanban:
- Response shows kanban link in details
- Card includes link back to response
- Status updates sync between systems
Bulk Kanban Addition
Add multiple responses at once:
- Select multiple responses
- Choose "Add to Kanban" bulk action
- Select target board and list
- All selected responses become cards
