How to Use Kanban View in GoHighLevel — Manage Deals Better

Managing deals across multiple pipeline stages can quickly become overwhelming—especially when you're juggling dozens of opportunities at once. Without proper visibility into your sales pipeline, deals slip through the cracks, priorities get lost, and your team wastes time searching for the information they need.

That's where the Kanban view in GoHighLevel's Opportunities module changes everything. Instead of drowning in spreadsheet rows, you get a visual, drag-and-drop interface that lets you see every deal at a glance, organize them by stage, and customize your workspace without affecting your team. In this guide, I'll show you exactly how to leverage Kanban view to manage deals better and keep your pipeline flowing smoothly.

Whether you're running a digital agency, managing sales for a B2B company, or scaling a SaaS operation, mastering this feature is essential. And the best part? You can try GoHighLevel free for 30 days to test these features with your own deals right now.

Understanding the Kanban View in GoHighLevel

The Kanban view in GoHighLevel's Opportunities module is a visual representation of your entire sales pipeline. Instead of looking at opportunities as rows in a list, you see them as cards organized into columns—each column represents a stage in your pipeline (like "Lead," "Proposal," "Negotiation," "Won," and "Lost").

This approach has several advantages over traditional list views:

• Visual clarity: You instantly see where every deal stands in your pipeline
• Drag-and-drop simplicity: Move deals between stages with a single click
• Deal density control: Collapse stages you're not actively working on to reduce clutter
• Priority management: Resize columns to focus on high-value opportunities
• Team collaboration: Each team member can customize their view independently

The Kanban view is particularly powerful for agencies managing multiple client campaigns simultaneously, or sales teams tracking opportunities across different buyer personas. You get the big picture without information overload.

How to Collapse and Expand Pipeline Stages

One of the most underutilized features in the Kanban view is the ability to collapse and expand stages. This is game-changing when you have a complex pipeline with 5, 6, or even 10+ stages.

To collapse a stage:

1. Navigate to your Opportunities module in GoHighLevel
2. Click the Kanban view toggle (not List view)
3. Look for the small collapse icon (usually a chevron or minus sign) at the top-right corner of any stage column
4. Click it to minimize that stage—it will shrink to show just the stage name and deal count

To expand it again: Click the same icon to restore the full column view with all deal cards visible.

Collapsing stages is especially useful when:

• You're in a high-pressure sales period and need to focus only on deals in motion
• Your monitor real estate is limited and you need horizontal space
• You want to reduce visual noise during team presentations or client demos

Resize Stage Columns to Match Your Workflow

Different pipeline stages often contain different numbers of deals. Your "Proposal" stage might have 15 deals, while your "Negotiation" stage has only 3. With resizable columns, you can give more screen space to stages with higher deal volume.

To resize a column:

1. Position your cursor at the right edge of any stage column header
2. You'll see the cursor change to a resize icon (double-headed arrow)
3. Click and drag left (to make narrower) or right (to make wider)
4. Release to set your preferred width

This simple feature has a major impact on productivity. By expanding your "Active Proposals" column, you can see more deal cards at once without scrolling. By narrowing your "Stuck" stage (where deals haven't moved in 30+ days), you minimize psychological weight while keeping it accessible when you need it.

Customize Your View Without Affecting Team Members

Here's something that trips up new GoHighLevel users: when you collapse a stage or resize a column, it only affects your view. Your teammates see their own independent Kanban layout.

This is intentional and valuable. Your sales manager might prefer to see all stages at equal width to spot bottlenecks. Your individual rep might prefer to collapse everything except "Active" deals. Your operations person might want to expand "Won" deals to celebrate wins and track revenue.

Everyone gets their optimal view without stepping on each other's toes or requiring an admin to manage a company-wide layout.

Key customization options include:

• Column width adjustments
• Stage collapse/expand toggles
• Kanban card field display (what information shows on each deal card)
• Sorting preferences within stages
• Filter settings (viewing only your deals, your team's deals, or all deals)

This is built into GoHighLevel. Try it free for 30 days →

How GoHighLevel Automatically Saves Your Preferences

You don't need to manually save your Kanban layout. GoHighLevel automatically detects when you resize a column, collapse a stage, or change a filter, and it saves those preferences to your user profile instantly.

This means:

• You log in tomorrow and your Kanban view looks exactly as you left it
• If you switch to List view and back to Kanban, your customizations are preserved
• You can sync across devices—your phone, tablet, and desktop all pull the same saved preferences
• No manual exports, imports, or configuration steps required

This seamless persistence is what separates a truly intuitive CRM from one that requires constant reconfiguration.

Using Bulk Actions in Kanban View

Beyond customization, the Kanban view integrates with GoHighLevel's bulk actions feature—letting you select and edit multiple deals without leaving the card view.

Common bulk actions include:

• Change pipeline stage for multiple deals at once
• Assign or reassign deals to different team members
• Add tags to batch-process deals (e.g., "Hot Lead," "Needs Follow-up")
• Update custom fields across multiple opportunities
• Set or modify deal values and probabilities

Previously, bulk edits only worked in List view. The latest GoHighLevel update brought bulk actions directly to Kanban, eliminating the friction of switching between views.

Best Practices for Pipeline Management

1. Establish a consistent naming convention for pipeline stages

Use clear, action-oriented stage names: "Lead," "Qualified," "Proposal," "Negotiation," "Closed Won," "Closed Lost." Avoid vague stages like "In Progress" or "Pending."

2. Define exit criteria for each stage

Know exactly what needs to happen before a deal moves to the next stage. This prevents deals from getting stuck.

3. Review your pipeline weekly

Use the Kanban view during weekly team huddles. The visual layout makes it easy to spot stalled deals and bottlenecks.

4. Use stage-specific filters

Filter by assigned owner, deal value, or custom fields to focus on what matters in each stage.

5. Archive or delete old, irrelevant deals

Keeping lost deals from 2021 clutters your pipeline. Clean your data regularly.

6. Resize columns based on your sales cycle

If your team spends 40% of deal time in "Proposal," make that column wider. This reinforces where your effort goes.