Teknovative Solution Apps 13 Apps found. author: Teknovative solution ×

Set Hierarchy like sales person & Team leader: Restrict Team Leader of a sales team to access the lead & sales order of other team members, but he can access the data of all the members on his own team.

Set Hirerchy like sales person, Team leader & General Manager : Allow General Manager of a sales team to access the lead & sales order of the multiple teams managed by him, but he can access the data of all the members on his own team.

Dynamically assign lead to concerned sales team & sales person by product, city, state, country, source etc.

To Set auto email followup, set Email Template on each stage master, so on change of lead stage, it will automatically send this email to customer.

Auto set any user as a follower in each lead, and also set the process you want to track

Bulk Assign leads to concerned sales person and sales team from treeview

To integrate CRM with your website or any other software to pass the inquiry

Track any stage of the CRM module, so you can get the report of the lead passed from a particular stage even if that lead is not in that stage currently.(Ex. Report of demo done in this month by salesperson.)

Fetch Leads from Magicbricks

Hide all contacts from sales person, and they can see his own contacts only.