Customers Kanban

The Kanban View for Customers has been designed with the purpose of providing you with a comprehensive overview of the status of your customers, prospects, accounts, and/or companies that interact with your business through various communication channels managed through Sagicc. To access this Kanban view and visualize your customers, it is essential that the campaign you are working on has an assigned kanban board, and additionally, that this board has associated labels. In this way, you will be able to view customers in the corresponding column based on their associated labels.

Kanban Board Configuration

Before you can take advantage of the Kanban view for customer visualization, it is essential to configure the Kanban boards and the labels that will form the columns of the board. You can access this configuration through the side menu by selecting the Parametrization section and then entering the Kanban Boards module.

Once inside the Kanban Boards module, you can see all the boards that are configured on the platform. By clicking on the Add Kanban Board button located in the upper right corner of the list, a form will appear that allows you to add a new board to the platform.

To add a new kanban board, you should provide the following information:

• Kanban board name.

• Description, where you can specify the board's purpose or the characteristics of the customers associated with it.

• Labels: You have the option to select Kanban labels that already exist on the platform and are not assigned to another kanban board. You can also create a new label by entering its name and pressing the Enter key to associate it with the corresponding board.

In the preview, you can observe the order in which the columns of the board will be displayed. You can drag and drop the columns to change their order according to your preferences.

Once you have entered all the information, verify that it is correct, and click Save to add the new Kanban board. If the process was completed successfully, you will be automatically taken to the Kanban Boards list, and from that moment on, you can associate the board with a specific campaign.

Label Configuration

An alternative to add labels that can be used in Kanban boards is to access the side menu, go to the Parametrization section, and then enter the Customer Labels module.

Once inside the module, you can view all the customer labels configured in Sagicc. In the list, you can identify which labels are enabled for Kanban boards and their order. By clicking on the Add Customer Label button located in the upper right corner of the list, you can open a form to add a new label and enable it for use in Kanban boards.

To add a label, enter the following requested information:

• Label name.

• Use this label in the Customer Kanban board: Check this option to make the label available in the Kanban board configuration on the platform.

• Color: Select the color that will identify the column corresponding to the label on the Kanban board.

Once you have entered all the information, verify that it is correct, and click Save to add the label. If the process was completed successfully, you will be automatically taken to the Customer Labels list, and from that moment on, the label can be used to configure Kanban boards.

Assigning a Kanban Board to a Campaign

To assign a Kanban board to a specific campaign, follow these steps:

• Access the configuration of the campaign you want to modify.

• Locate the "Kanban Board" field within the campaign's configuration.

• Select the desired Kanban board from the dropdown menu.

• Once you have made this selection, save the changes in the campaign's configuration.

When you save the changes in the campaign's configuration, Sagicc will automatically associate the Kanban board with that particular campaign. As a result, when you view the Kanban view in the Customer Module, you will specifically see the board associated with the campaign you selected earlier in the campaign selector. The Kanban view will display columns according to the labels associated with the board, allowing you to have a precise view of the customers related to that particular campaign.

Assigning a Kanban Label to a Customer

To assign Kanban labels to customers, you can access the Customer Profile or a ticket associated with the customer. Within the form for editing customer information, locate the Labels field and select the desired Kanban labels for the customer. When you save the information, the labels will be assigned to the customer.

Additionally, in the kanban view of customers, you have the ability to change the Kanban label of a specific customer for that board by simply moving their card from one column to another. Find additional information about this process in the following section.

Kanban View for Customers

Through the side menu, you can access the Customer Module of Sagicc. If the campaign you are working on has an associated Kanban board, upon entering, you will see a set of buttons located in the upper right corner of the list to switch between viewing customers in list and Kanban views. The default view will be the list, which displays customers in a table format (learn more at Clientes 👥 ). The Kanban view, on the other hand, organizes customers into a board with columns and cards.

• Columns: For each of the labels configured for the Kanban board associated with the campaign, a column will be displayed grouping customers who share that label. The columns follow the order specified in the Kanban board configuration and can have customizable colors.

• Cards: Each customer is represented by a card located in the column corresponding to their label within the Kanban board. Within the card, you will find basic information such as name, type and document number, creation date, and the assigned user for the customer.

Some of the actions you can perform from the Kanban view of customers include:

• Conduct searches for specific customers by entering your query in the search box located at the top of the board.

• By default, a maximum of 10 customers will be displayed in each column. Use the navigation buttons at the bottom of each column to view more customers.

• If you want to change a customer's kanban label, simply move them to the column corresponding to the new label. Click on the customer's card and drag it from one column to another using the cursor. Automatically, the customer's Kanban label on the board will be updated.