Centre Dʼaide | Knowledge Base

Recent Articles
New - September 2024
Here is the news article that explains the current projects, corrected and improved. In Session: - Exportation of root products to Lautopak - 2-3 weeks wait time for Lautopak. We will contact you when the problem is resolved. - Actions points ...
Voicemail with Traction
Don't have a receptionist? Want to have a voicemail and manage it in Traction, now it's possible! You must contact the Traction team to configure your voicemail :) For those who have PBX access, we can assist you. The same principle as a call note ...
New Release - November 28
Improvement of the Search section - Search for a client - Search for an opportunity - Search for a work order (Lautopak only) - Search for an inventory or a customer product Search history - Last customer search - Contact the client with the icon - ...
New Release - September 27
New search module Access the tasks calendar from the Tasks tab Two new ''Excluded'' statuses New icons for SMS and Email Delivered column in the sales module Pop-up ''Did you meet the customer'' when you sold a vehicle with no visit history today ...
New Release - February 22
Add an attachment to a task New interface for tasks Send an attachment found in the tab: Attachment Print a PDF of a service / exchange / product opportunity (you must provide us with your PDF) Enter your procedure in a Workflow column (everyone has ...

Popular Articles
Chat System
You wish to contact the Traction team? Using the chat system, you can contact us at any time. If the agent is not available, another agent will be able to answer you. 1. User's Guide -> Support 2. Choose the person you want to write to Alex : ...
Appointment
You have 2 choices of appointments in the task types Appointment (in person) Phone Appointment By choosing your appointment type, you have the possibility to add a time. Interface: Types of task Interface: Manage Taks Closing the task When you press ...
New - September 2024
Here is the news article that explains the current projects, corrected and improved. In Session: - Exportation of root products to Lautopak - 2-3 weeks wait time for Lautopak. We will contact you when the problem is resolved. - Actions points ...
Opportunity Pool
The Opportunity Pool can be used for managing internet leads and missed calls. It will only be visible to seller's if they are added to the Assignment Rules. The Opportunity Pool will appear in a tab named "Pool" at the top of the page that all ...
Creating and modifying a User
1- Where to begin Click on the Admin tab then User. To be able to see the Admin tab, our user must have the Admin role. 2- Display Sorted by user name, first name, last name, department, active (checked) / inactive (unchecked) and the role of the ...

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