This app allows to create crm pipeline from meeting.
CRM Pipeline/Opportunity to Event Creation and Event on Sales Estimate
CRM Pipeline with Multi Currency Expected Revenue
Portal Crm Lead/Opportunity to Quotation Workflow.
CRM Product Quotation,Lead Product create Quotation, crm quotation, sale quotation com create
Integration of CRM App with Project.
Filter CRM Leads by Quotation Status – Quoted & Unquoted Leads
This module allows to define receiving blacklist.
CRM Related Bundle Apps
Ensures important CRM fields, like phone, job position, are required when adding or updating leads and opportunities.
Required Field Template, Create Required Field Template master, add template on CRM Stage, Required field check on CRM Stage
Generate sale quotation from CRM Lead
Extending search view for Leads
CRM Lead Opportunity Sequence by Team or General or Without
Unique sequence number for CRM lead sequence number CRM opportunity sequence number CRM pipeline sequence CRM sequence number portal lead number of sequence CRM opportunity sequence portal website CRM lead unique sequence number of lead sequence code crm
Crm Sequence lead sequence opportunity sequence pipeline sequence lead number opportunity number pipeline number
CRM Pipelines Service Level Agreement (SLA)
Make the ‘Source’ field mandatory in the CRM module to ensure every lead or opportunity records its origin
Track and Analyze CRM Lead Stage Transitions
This module will help users to track the history of lead stage changes within their pipeline.