CRM Pipeline / Lead with Sales Estimate
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
CRM Opportunity Leads Products
Create the next CRM opportunity automatically when a deal is won.
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
CRM Sales Person Dashboard By Captivea
Automatically Notify The Next Responsible Team Upon CRM Stage Change
Extending search view for Leads
Added new security level for CRM Users.
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 Lead Opportunity Sequence by Team or General or Without
CRM Pipelines Service Level Agreement (SLA)
Make the ‘Source’ field mandatory in the CRM module to ensure every lead or opportunity records its origin
CRM Source field required
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