55.33

v 11.0 v 12.0 Third Party
Required Apps CRM (crm)
Included Dependencies
Lines of code 276
Technical Name jt_crm_activity_configurator
LicenseAGPL-3
Websitehttp://www.jupical.com
Also available in version v 15.0 v 14.0 v 13.0 v 12.0
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Required Apps CRM (crm)
Included Dependencies
Lines of code 276
Technical Name jt_crm_activity_configurator
LicenseAGPL-3
Websitehttp://www.jupical.com
Also available in version v 15.0 v 14.0 v 13.0 v 12.0

CRM Activity Configurator

Auto schedule activity for different stages and make them enable mandatory to be close before stage move to another and can be configure for any stage with different no. of activities with and without mandatory to be closed.

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This module has been tested in Community and Enterprise Version 11.


Highlights Of The Application

- Configure different activities for the custom stages and make them mandatory according to your choice.


Complete process for configuration and functionality explained below.


Schedule Auto Activity

After installation module go to CRM -> Configuration -> Schedule auto activity.


Activity For New Stage

Here we have created auto schedule activity for new stage it will auto schedule activity of Meeting after 1 day.


Activity For Qualified Stage

Here we have created auto schedule activity for Qualified stage it will auto schedule activity of Call after 1 day.


Activity For Proposition Stage

Here we have created auto schedule activity for Proposition stage it will auto schedule activity of follow-up on same day.

Activity For Won Satge

Here we have created auto schedule activity for Won stage it will auto schedule activity of Demo after 2 days.

CRM New Stage schedule Activity

Auto Scheduled meeting activity created in new stage on next day.

CRM Qualified Stage Schedule Activity

Auto Scheduled call activity created in qualified stage on next day.

CRM Proposition Stage Schedule Activity

Auto Scheduled follow-up activity created in proposition stage for today.

CRM WON Stage Schedule Activity

Auto Scheduled demo activity created in won stage after 2 days.

Skip Weekend days

Auto skipped weekend days for activity, if it's weekend days then that activity will be schedule after weekend days on monday.


Contact us

Technical Help & Support

We offer free support of 1 hour if you are facing any issue with installation or setup. We make assure you are settting up with correct envirnment that our application support. We always welcome new changes/request be launch on the next revision of the applicaiton.

+91 7405449936 www.jupical.com

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