System Info
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 : ...
Customer card icons
Here is the article that allows you to know the complete display of a customer card, several icons or definitions will lead you to different articles already explained on the subject. COLOR OF THE CARD To know all the colors of your branch, consult ...
Explanations of the 4 calendars of the opportunity card
If the opportunity is not in a workflow, the 3 calendar icons for the workflow will display the letter N. If the opportunity is in a workflow, the calendars will display dots instead (for undefined dates) or the day of the date. Dates that are past ...