Visualize the Solicitation Process with Path, List Views, and Kanban

Опубликовано: 24 Апрель 2026
на канале: Trailblazing Badger
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Visualize the Solicitation Process with Path, List Views, and Kanban | Moves Management with Nonprofit Success Pack

Learning Objectives

After completing this unit, you’ll be able to:

Describe the benefits of both the Path and Kanban visualizations.
Track a record’s stage or status in List Views.
Update records, use filters, and view charts in the Kanban view.

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