Positioning the workflow card

Positioning the workflow card

Allow to move one or more cards at the same time to another column.

WHERE TO FIND THE WORKFLOW



CHECK MARK
Using the check mark, you can select the card(s).


Otherwise, you can press the S on your keyboard and it will make the selection easier.





MOVE
After selecting your card, press D on your keyboard and you will be able to move the card.



Once you have selected the card, you will see a black bar. This black bar means the place where the card will be put.



When you click on this location, the map will go there automatically.



If you don't want to use this technique, you can select your cards and move them using the columns.




Once your column is chosen, click on SAVE




SUBSCRIBE
You can subscribe to a card or a column. If you are in the customer file, you can subscribe to the card.




If you want to be notified when a card changes column, Traction can send you an email. Your email must be in your user file. The subscription is then done on the column in the Workflow by clicking on the small envelope.




CANCELLATION
If a sale is canceled while you are in preparation, simply change the color of the card. You don't need to move the card to a column, so you can see where the card has been cancelled. The color of the card will be brown.



CALENDAR
If you want to know the definition of each calendar, here is the article: Calendar

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