Add Quotation import to CRM pivot view
Filter CRM Leads by Quotation Status – Quoted & Unquoted Leads
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.
Run scheduled action that are automatically filtering and assigning leads
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
Extending search view for Leads
Adds a second currency to oportunity crm
Added new security level for CRM Users.
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