1.) My Pipeline Menu

Easily navigate to the CRM pipeline through a structured menu path, making it simple to access and manage all ongoing opportunities.

Navigation : CRM → Sales → My Pipeline

2.) Create Task Button

A dedicated button within the pipeline form allows quick initiation of task creation. This simplifies the process of converting opportunities into actionable tasks without leaving the current workflow.

3.) Create Task from CRM Pipeline / Lead Wizard

Task creation is seamlessly integrated into both the pipeline and lead wizard, enabling users to generate tasks from multiple entry points. This flexibility ensures that important actions can be captured at any stage of the sales process.

4.) Open Created Task on Kanban View

Newly created tasks are organized in a Kanban layout, offering a visual overview of progress across different stages.

5.) Project Task Form View

Tasks can be opened in a detailed form view where users can assign responsibilities, update information, and monitor progress.

6.) Smart Button of Tasks on Pipeline Form

A smart button within the pipeline form provides instant access to all tasks linked to a specific opportunity.

7.) Open Kanban View of Tasks

From the smart button, users can quickly switch to the Kanban view of related tasks. This allows for a streamlined experience when reviewing and managing multiple tasks at once.

8.) Create Task Button on Lead Form

Task creation is also available directly from the lead form, ensuring that actions can be initiated even at the earliest stages of customer engagement.

9.) Create Task from CRM Pipeline / Lead Wizard (Reinforced)

The ability to create tasks from both the pipeline and lead wizard ensures consistency and flexibility in task management.

10.) Task View on Project Task Form

Tasks linked to opportunities are clearly integrated into the project task form, providing enhanced visibility and control.