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Module objectives :

The Prospecting Tracking Kanban module is a visual management tool designed to help track and organize sales prospecting activities.

Installing the module :

• Download the module archive file (.zip).
• Deploy the module from « Home> Setup> Modules/Applications > Deploy/install external app/module ».
• Activate the module.

To install an update, it may be necessary to disable and enable the module to ensure proper installation.

Access to the module :

Once the module is activated, access the « Third-parties » menu, where you will find the « Prospecting follow-up Kanban » menu displayed :

Detailed presentation :

Vue Kanban :

Columns that can be modified from « Setup > Dictionaries > Prospect status for companies » :

Comment management : 

After clicking on the icon You will see the interface for entering comments :

Creating an event in the calendar after modifying the next contact:

module setup :

The module offers the following configuration options: