CRM SLA
Run scheduled action that are automatically filtering and assigning leads
Surveys
Adds credit partner functionality based on payment terms.
Generate sale quotation from CRM Lead
Leads, Opportunities, Activities
CRM Sales Person Dashboard By Captivea
CRM Sales Person Dashboard By Konsultoo
Automatically Notify The Next Responsible Team Upon CRM Stage Change
Buscar y actualizar información de clientes por DNI/RUC desde oportunidades
Extending search view for Leads
Adds a second currency to oportunity crm
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)
Adds option to upload image as signature to CRM
Make the ‘Source’ field mandatory in the CRM module to ensure every lead or opportunity records its origin