Add field 'Business type' to CRM form
Add field 'Employee size' to CRM form
Allow team leader to view opportunities related to sales team
Auto schedule activity for different stages and make them enable mandatory to be close before stage move to another and can be configure for any stage with different no. of activities with and without mandatory to be closed.
This module assigns the new lead to sales man with the lowest number of CRMs assigned to
CRM Checklist, Checklist Template, Checklist Points
Create CRM checklist template CRM leads checklist opportunity checklist own CRM checklist pipeline checklist multiple CRM checklist for lead CRM requirements checklist CRM checklist for opportunity checklist progress for CRM multiple checklist on CRM
CRM Management Dashboard
Attaching CRM Related Documents and Images - CRM DMS
This module allow user to set the schedule time for sending followup email on CRM record
CRM Won/Loss Report and CRM Stage Report
CRM HTML Editor for pre defined questions or descriptions
CRM Kanban Quick Edit, CRM Pipeline Kanban Quick Edit, CRM Pipeline Card Quick Edit, Kanban Quick Edit, Card Quick Edit
CRM Lead Document
Set the Expiry date inside the CRM Lead.
Adds geolocation to CRM leads
Approve leads checklist pipeline check list CRM check list and approval process pipeline checklist approval lead checklist approval CRM checklist approval lead approval process stage wise checklist for pipeline checklist process approval checklist for CRM
Set Access Rights On CRM Leads based On Different Teams
User has more filters and group by options on leads, pipeline, activities and analysis reports
This plugin uses an additional justification when a lead or opportunity is lost.