Kanban CRM Sales Deals

This example demonstrates a sophisticated Kanban board for CRM sales pipeline management with drag-and-drop functionality, keyboard navigation, and real-time updates.

Key Features

  • Drag-and-drop deal management between pipeline stages

  • Keyboard navigation with arrow keys and tab support

  • Real-time search and filtering across deals

  • Stage-based organization with visual indicators

  • Deal detail navigation with click-to-view functionality

  • Responsive design that works on mobile and desktop

  • Accessibility features with ARIA labels and screen reader support

  • Dynamic metadata resolution for flexible table structures

Use Cases

Perfect for applications requiring:

  • Sales pipeline management and CRM systems

  • Project management with workflow stages

  • Task management and Kanban boards

  • Lead tracking and conversion funnels

  • Support ticket management systems

  • Any workflow requiring stage-based organization

Implementation Overview

This widget uses the Other Tables Data pattern with dynamic metadata resolution to work with any "Deals" datatable structure. Key features include:

  • Advanced drag-and-drop with visual feedback

  • Comprehensive keyboard navigation for accessibility

  • Real-time search across deal titles and customers

  • Responsive design with mobile optimization

  • Professional styling with stage-specific colors and icons

Code Example

Key Concepts

Advanced Drag-and-Drop

  • Visual Feedback: Cards and columns provide clear visual feedback during drag operations

  • Stage Updates: Automatic database updates when deals are moved between stages

  • Keyboard Support: Full keyboard navigation with arrow keys for accessibility

  • Touch Support: Works seamlessly on mobile devices with touch interactions

Dynamic Metadata Resolution

  • Flexible Structure: Automatically discovers table and field IDs by name

  • Error Handling: Graceful handling when expected tables or fields are missing

  • Field Mapping: Maps business field names to actual database field IDs

  • Validation: Warns when expected fields are not found

Professional CRM Features

  • Search Functionality: Real-time search across deal titles and customers

  • Currency Formatting: Professional currency display with locale formatting

  • Date Formatting: User-friendly date display for deadlines

  • Stage Management: Visual stage indicators with colors and icons

Accessibility & UX

  • ARIA Labels: Comprehensive accessibility support for screen readers

  • Keyboard Navigation: Full keyboard support for all interactions

  • Responsive Design: Optimized for desktop, tablet, and mobile devices

  • Loading States: Clear feedback during data loading and updates

This Kanban board example demonstrates how code widgets can create sophisticated business applications with professional-grade user interfaces and full accessibility support.

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