Leads, Opportunities, Activities
Qualify your leads, program reminders and never lose a contract
Quotation Lost | CRM Quotation Cancel On Lost | Quotation Lead | Opportunity Lost | Lost from Pipeline | CRM Lost | Opportunity Cancel | Lead Cancel | Cancel Lead | Quote Cancel | Quote CRM | Sale Cancel CRM
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
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