Project Task from CRM Opportunity module integrates task management into the CRM pipeline for streamlined workflows and productivity.CRM opportunity tasks, CRM task management, CRM pipeline tasks, CRM workflow, CRM productivity, CRM tracking, CRM monitoring, CRM reporting, CRM transparency, CRM control, CRM record, CRM performance, CRM optimization, CRM enhancement, sales pipeline tasks, sales pipeline management, sales pipeline tracking, sales pipeline monitoring, sales pipeline reporting, sales pipeline transparency, sales pipeline control, sales pipeline record, sales pipeline performance, sales pipeline productivity, sales pipeline accuracy, sales pipeline handling, sales pipeline improvement, sales pipeline optimization, sales pipeline enhancement, project task integration, project task management, project task tracking, project task monitoring, project task reporting, project task transparency, project task control, project task record, project task performance, project task productivity, project task accuracy, project task handling, project task improvement, project task optimization, project task enhancement, Kanban view tasks, lead form integration, smart button tasks, pipeline form tasks, streamlined CRM workflow, opportunity task tracking, efficient task management, task workflow integration, organized sales pipeline
Allow to create CRM Opportunity from Helpdesk Support Ticket.
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
CRM Pipeline Auto Response Based on Stages
Total Amount of Invoices on CRM Lead/Pipelines Form
CRM Pipeline Lead Notes
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
CRM Portal Features
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
This module allows to define receiving blacklist.
CRM Related Bundle Apps
Required Field Template, Create Required Field Template master, add template on CRM Stage, Required field check on CRM Stage
Ensures important CRM fields, like phone, job position, are required when adding or updating leads and opportunities.
Generate sale quotation from CRM Lead
Buscar y actualizar información de clientes por DNI/RUC desde oportunidades