CRM Activity Configuratorby Jupical Technologies Pvt. Ltd. http://www.jupical.com
|Lines of code||347|
|Also available in version||v 15.0 v 14.0 v 12.0 v 11.0|
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.
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.
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.
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