Allow team leader to view opportunities related to sales team
Automate CRM acknowledgment emails for lead stage changes – Customize and trigger emails
Adds action management in CRM
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.
Track all customer interactions (emails, calls, messages) in one CRM dashboard.
CRM Opportunity Leads Products from Template
CRM Analytic Account
Assign oportunity to a Commercial in CRM
Automatically assign responsible user based on email recipient. This module automatically assigns a responsible user to CRM leads created from incoming emails based on the email recipient.
This module distributes leads equally between salespersons
CRM Checklist, Checklist Template, Checklist Points
CRM Claim Product SAT
Client Marketing Campaign Client Marketing Option from CRM Opportunity Client Marketing Option from CRM Lead Contact Mapping Option form Opportunity Contacts Marketing Campaigns from CRM Pipeline Medium Source CRM Contact Mapping Active Contacts Campaign
View mail activity on CRM Lead
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