But if that’s all you need to change, you can update the records’ Type more quickly by dragging them to a new Type column. or read that visualizing the ball sailing through the hoop before actually taking the shot would greatly improve your success. You could click the down arrow and select Edit to view the full record and update the Type field. Uh oh, it looks like somebody forgot to select a Type for a couple of our records. The summary at the top of each column is the sum of Expected Revenue for each Type. When the Kanban view reloads, it shows your opportunities organized into columns based on the opportunity’s Type. Change Summarize By to Expected Revenue.5 Visualize Success for a Satisfied Life 5. ![]()
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