Plan, track, and analyze customer care activities with real-time revenue insights, frequency analysis, and dashboard reporting.
The tool to make sure required jobs are carefully done on each CRM pipeline stage. CRM checklists. Opportunity checklist. Check lists. Lead checklists. Sales team checklists. Multi level approval. Opportunity validation. To-do list. Checklist alert. Double approval. Multi approval. Custom checklists
add a new check list manu
CRM Checklist, Checklist Template, Checklist Points
Validate phone numbers in CRM Claims
CRM Claim Product Sold
CRM Claim Product SAT
This module will create sequence for CRM claim
Claim types for CRM