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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.
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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.
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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.
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By default, customers who do not have a Kanban label associated with the board will be displayed in the generic "No Label" column. |
Some of the actions you can perform from the Kanban view of customers include:
Conduct searches Search for specific customers by entering your query in the search box located at the top of the board.
Apply filters by clicking on the Filter button. This will allow you to filter the information on the kanban according to selected parameters.
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.
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