Lost Reason Details on During Lost Process of CRM
CRM Own Customer Access lead own customer access salesperson own customer crm own partner access opportunity own customer access advanced customer access CRM customer access control restrict customer view for salespersons own customer only access salesperson customer visibility control limit customer list per salesperson CRM customer privacy customer access rights for CRM Restrict CRM customers by salesperson
Improve phone support in CRM
CRM Pipeline Auto Response Based on Stages
Helps you to gain the insight that will drive improvement in future sales performance using charts, graphs, pivots, aggregated and formulated data
CRM Pipeline Lead Notes
This app allows to create crm pipeline from meeting.
Get instant access to prospect's local time based on their time zone
CRM Product Quotation Lead Product create Quotation crm quotation sale quotation crm quotation create quotation from crm lead dynamic product pricing crm lead to quotation customer pricelist quotation quotation with customer pricelist crm lead product quotation crm opportunity quotation add products in crm lead add products in opportunity
Quotation Lost | CRM Quotation Cancel On Lost | Quotation Lead | Opportunity Lost | Lost from Pipeline | CRM Lost | Opportunity Cancel | Lead Cancel | Cancel Lead | Quote Cancel | Quote CRM | Sale Cancel CRM
Required Field Template, Create Required Field Template master, add template on CRM Stage, Required field check on CRM Stage
Run scheduled action that are automatically filtering and assigning leads
CRM Sales Person Dashboard By Konsultoo
Extending search view for Leads
Added new security level for CRM Users.
Crm Sequence lead sequence opportunity sequence pipeline sequence lead number opportunity number pipeline number
CRM Pipelines Service Level Agreement (SLA)
Adds option to upload image as signature to CRM
Crm Stage Auto Mail stage update email stage email templates auto email send on stage update opportunity auto send mail pipeline stage update email CRM auto email sender stage-based email automation send email when stage changes CRM follow-up automation CRM pipeline email notification CRM stage email template Automatic email for leads