Customize the cards in workflow
Customizing cards allows you to customize what features you see from the proposal listing.
- Go to the channel of your choice.
- Move to Workflow -tab.
- Press on Customize cards.
- Click
blue if you want to see the certain information.
Presenter
Presenter shows who has presented the proposal.
Created
Shows the date when the proposal was created.
Assigned manager
Assigned manager shows who is the assigned manager of the proposal.